Use Mark Session Complete to finalize a finished appointment and handle billing in one flow.
Open the appointment
Go to Appointments → Open (past sessions not yet billed).
Find the session and click View Details → Mark Session Complete.
Manage payments
Choose Send Invoice (to collect payment) or Record Payment (if already paid; a receipt will be emailed to the client).
Review billing details
Confirm or edit line items (prefilled from the service).
Add discounts/notes as needed.
Add diagnosis/insurance codes (e.g., ICD-10).
Choose template
Select your saved invoice template (e.g., insurance-ready or general) before sending.
Finalize
Click Save & Review/Send to complete.
The appointment moves to Completed.
An invoice or receipt is created in Billing for your records and any follow-up actions.
Note: Billing for calendar-booked sessions should be initiated from Mark Session Complete to keep appointment, service, and invoice details perfectly in sync.