27 Oct 2025: 🧾 Invoices – Link Manual Invoices to Appointments

We’ve improved invoicing workflows by allowing Organisations to link a manually created invoice to an existing appointment. 🧾📅

Previously, when creating an invoice manually, Team Members could select a patient and add line items, but could not associate the invoice with a specific appointment. This enhancement closes that gap and aligns manual invoices with the same appointment-linked behaviour as auto-created invoices.

✨ What’s New

🔗 New “Linked Appointment” Block on Manual Invoice Creation

When creating an invoice manually, a new block now appears:

Linked Appointment

• Located under the “Billed To” block

• Uses the same UI pattern as Case Notes → Linked Appointment

• Includes a dropdown field labelled: Appointment

• The dropdown is optional ✅

✅ What Happens When You Save

If an appointment is selected:

🧾 Invoice Read/View Screen

• The invoice will display Appointment Info in the same way as invoices that are auto-created from appointments.

📅 Appointment Model Reference

• The invoice will be referenced on the associated Appointment record, consistent with how auto-created invoices behave.

💡 How It Helps

🧠 Cleaner Finance & Operational Tracking

Organisations can now ensure manual invoices are still tied to a real service event, improving:

• Reconciliation and reporting

• Audit trails

• Clinician billing accuracy

• Support workflows (less ambiguity about what the invoice relates to)

⚡ Faster Workflows, Fewer Workarounds

This is especially useful when:

• Invoices are created after the appointment has occurred

• Billing needs to be corrected or reissued

• The appointment was booked outside the normal flow but still needs to be billed

A practical enhancement that brings manual invoicing up to the same standard as appointment-driven billing. 💙