Invoicing & Payments

Invoicing Built for Appointments

Every paid online booking gets an invoice automatically. When a client pays a deposit, the balance is invoiced with a payment link they pay from. For anything else, create a manual invoice with line items, tax, discounts and an installment schedule, and get paid through Stripe, PayPal or Square.

Start Your 14-Day Trial See Payment Options

Online payments on Standard and up 14-day trial

Why Appointment Businesses Need Integrated Invoicing

Most service businesses handle invoicing separately from scheduling, one tool for appointments, another for billing, and a spreadsheet to reconcile the two. This disconnect creates delays, errors, and unpaid balances that pile up. Following invoicing best practices, when invoices come from the same platform as your bookings, the service, price, client and payment status stay together.

Here is a typical workflow: a client books a color service and pays a 50% deposit online, so an invoice is created and marked Partially Paid. After the appointment, the balance is invoiced and the client pays from the link. For a home repair quoted after a visit, you create a manual invoice in Finance, Invoices with labor and parts as line items, tax and a discount, and send the payment link. SchedulingKit invoicing covers appointment billing. It doesn't produce PDF invoices, send recurring invoices or automatic reminders for unpaid invoices, calculate tax at online checkout, or replace accounting, tax filing or insurance billing software.

What Appointment Invoicing Covers

Invoices for paid bookings, manual invoices with payment links, and a record of what each client has paid.

Invoices for Paid Bookings

Every paid online booking creates an invoice automatically, marked Paid or Partially Paid. Deposits and balances stay attached to the booking, so you can see what's still owed.

Payment Links

Each invoice has a payment link you send to the client by email. The client pays from any device without logging in or creating an account.

Stripe, PayPal & Square

Clients pay through your connected Stripe, PayPal or Square account. Online payments are available on the Standard plan and up; your processor charges its own fees.

Line Items, Tax & Discounts

Manual invoices in Finance, Invoices support line items, a tax percentage, a discount and notes, so you can bill extras, materials or custom work alongside your services.

Installments & Offline Payments

Split an invoice into installments or a deposit-plus-balance schedule that the client pays from the link. If a client pays in person, mark the invoice paid offline.

Refunds

Issue refunds from SchedulingKit. Stripe-paid bookings are refunded in full automatically when the client cancels; PayPal and Square refunds are issued manually.

How Invoicing Works

From appointment to payment in three steps.

Book or Create

Paid online bookings create an invoice on their own. For other work, create a manual invoice in Finance, Invoices: choose the client, add line items, tax and any discount, and set an installment schedule if needed.

Send & Get Paid

Send the payment link by email. The client pays through Stripe, PayPal or Square, and the invoice status updates to Paid or Partially Paid.

Track & Follow Up

See which invoices are paid, partially paid or open. Reminders for unpaid invoices aren't automatic, so follow up with the client directly, or mark the invoice paid if they pay offline.

Invoicing That Connects to Your Bookings

What makes SchedulingKit’s invoicing different from standalone billing tools is the connection to your bookings. When a client pays online, the invoice is created with the service, price and client details already attached, so there is no copy-pasting from one system to another.

Clients manage their bookings in the customer portal, while invoices are shared with them by payment link rather than shown in the portal. Deposits taken through your payment collection settings appear on the booking's invoice as Partially Paid, and the balance is invoiced after the visit. Appointment confirmations and reminders come from your reminder system, but unpaid-invoice reminders are not automatic, so follow up on open invoices yourself.

For businesses that bill regularly, weekly personal training sessions, monthly consulting work, ongoing lessons, the simplest setup is to take payment at booking so each session is invoiced as it's paid, or to sell prepaid packages on the Pro plan. SchedulingKit doesn't generate recurring invoices, so manual invoices are best kept for extras, custom work and larger jobs.