Update appointment information on a invoice

Created: Aug. 10, 2022, 3:41 p.m. Last updated June 20, 2025, 9:21 a.m.

Sometimes you change information on your appointments after an invoice has been created. You'll notice that this information does not update automatically on the invoice. This is by design because once created, an invoice should not change unless you explicitly want it to. Not to worry, though; it's easy to refresh the appointment information on your invoice.

Update appointment information on a invoice

Sometimes you change information on your appointments after an invoice has been created. You'll notice that this information does not update automatically on the invoice. This is by design because once created, an invoice should not change unless you explicitly want it to. Not to worry, though; it's easy to refresh the appointment information on your invoice.

To refresh updated appointment information on an existing invoice:

  • Go to the Invoices page, click on the three dots on the invoice to open the invoice menu.
  • Click on the Appointments tab to see the live data from the appointments attached to this invoice and where you can edit details.
  • Click Update invoice to apply the latest appointment information to your invoice.

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