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Viewing an Invoice from the Calendar

Quickly access a client’s invoice directly from the Calendar view in Vonigo. This is especially helpful when confirming payments, reviewing signed contracts, or checking balances before or during a scheduled program.

How to View an Invoice from the Calendar

  1. Open the Calendar View
    Go to the Calendar tab in Vonigo to view scheduled appointments.

  2. Click on the Appointment
    Find and click on the appointment you want to view. A pop-up will appear showing the subtotal of the amount due.

  3. Select “Invoice” from the Link Options
    In the list of link options, click “Invoice.”
    This will open the client’s full invoice.

  4. View the Invoice Details
    The invoice page will display the full billing breakdown, payment history, and the signed contract associated with that program.

Key Reminder

Ensure that the invoice is properly linked to the New Start Lesson when scheduling a program. If not, the “Invoice” link will not appear from the calendar view.