Using Mark Session Complete after a booked appointment streamlines your workflow and ensures consistency:
Automatic Appointment Details: Date, time, service, and saved line items pull in from the session—no manual entry required.
Seamless Billing Transition: The completed session moves straight into your billing queue so you can finalize and send the invoice in one click.
Integrated Client Records: Keeps your calendar, appointment history, and billing in sync—making reporting and follow-up easier.
In contrast, a New Invoice requires you to manually enter service details, dates, and line items—best reserved for sessions that weren’t scheduled on the calendar or one-off charges. Leveraging Mark Session Complete maximizes efficiency and reduces data entry errors.