How do I schedule a billable appointment?

Send a billable appointment request for your client to pre-authorize, then send an invoice to capture payment.

Navigate to the Appointment & Tasks screen and select CREATE A NEW APPOINTMENT

Enter an appointment title and description, make sure you have selected 'Billable Appointment'

View your calendar availability to select a time and duration for the meeting

Submit the appointment for your client to accept and pre-authorize payment


The appointment will remain Pending until the client has accepted

After the appointment has been completed navigate back to the Appointment & Tasks screen and select the Invoice button

You can edit the Invoice to add a note or reduce your fee


A copy of the invoice will be loaded into the Shared document library and emailed to you and your client.

View the transaction from the Transactions screen

The first fee you capture in Qase will take 5 to 7 days to be processed and deposited into your bank account