Invoice Clarity for New (2nd) Appointments

When a new appointment is created for an existing one, the charges are automatically applied and then reopen the original invoice. This often confuses my clients since thereโ€™s no clear distinction between the new charges and the original ones. As a result, clients are forced to search through old invoices to understand what they owe, which is especially frustrating when reshoots are requested months later.

To improve the client experience and reduce confusion, I would love to see the ability (maybe a toggle switch for preference) to display new appointment charges as a completely separate line item on the current period's invoice. This would provide clearer transparency and simplify billing. Alternatively, if maintaining the original invoice is necessary, implementing a more prominent and detailed label for the new charges would be beneficial. However, the first option would be significantly more effective in enhancing clarity and customer satisfaction.

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Upvoters
Status

In Review

Board

๐Ÿ’ก Feature Request

Date

About 1 year ago

Author

Jacob Siiro

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