---
title: 27 Oct 2025: 🧾 Invoices – Link Manual Invoices to Appointments
description: Invoices – Link Manual Invoices to Appointments
---

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# 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.

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#### ✨ 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** ✅

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#### ✅ 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)

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### ⚡ 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. 💙

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