• when an appointment is completed, open the relevant appointment card and press the "add invoice" button at the bottom, this will change the appointment status to complete and add an invoice

• when you have created a new invoice don't forget to generate it, if the customer pays in cash and you don't want to issue an invoice then don't worry, you can change the status of the invoice to "paid cash" and you won't have to worry about anything, when instead you want to generate the invoice you can click directly inside the invoice tab and click on the generate invoice button, as you can see from the photo below this automation will start which will change the payment status to "invoice sent" and will subsequently be created under a page accessible only within the invoice in question

<aside> 💭

be careful! when the status is changed to "invoice sent" then you have to manually send it to the customer, below I'll show you how you can do it

</aside>

how can i generate invoices ?

how we can add appointments ?

https://app.tango.us/app/workflow/Creating-a-New-Appointment-in-Notion-10144d9d96d249adb158635e7fc77a43