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Billing and mileage on an appointment

Appointments carry the information you need to bill and to claim travel, so you don’t have to re-enter it later.

A completed appointment showing its billing section with a service rate and travel charge, a mileage section for a school visit (miles, journey type, from and to locations) with the HMRC allowance calculated, and a Create Invoice buttonA completed appointment showing its billing section with a service rate and travel charge, a mileage section for a school visit (miles, journey type, from and to locations) with the HMRC allowance calculated, and a Create Invoice button

Billing an appointment

Section titled “Billing an appointment”

On an appointment you can set a service rate and a travel charge. Once it’s completed and unbilled, you can create an invoice straight from it — the session and travel come through as invoice lines. The appointment then shows Billed on invoice # so you can see at a glance what’s been charged.

Recording mileage

Section titled “Recording mileage”

For home, school and other off-site visits, record the mileage on the appointment: the miles travelled, the journey type, and the from/to locations. A client can have mileage defaults on their record so common journeys are pre-filled.

Recorded mileage feeds your mileage report, which totals your miles against HMRC rates for expenses and tax — see the report under Reports → Mileage.