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Invoicing a customer who doesn't show up for an appointment
Invoicing a customer who doesn't show up for an appointment

Reduce last-minute cancellations without notice with a penalty clause.

Samuel Roy-Marchand avatar
Written by Samuel Roy-Marchand
Updated over a week ago

Avoid losses due to last-minute cancellations or no-shows with our quote module. When confirming the appointment with the customer, you can let them know that you have a penalty policy for cancellations without notice, as follows:

Create a contact named "Template XXX" as follows:

  1. Click on "+ contact".

  2. Name the contact, e.g. "Template APP confirmation".

  3. Click on "Save

Create a "Template" submission to be reused as follows:

  1. Click on +Quote and choose the "Template XXX" contact you created above.

  2. Add an item on this quote called "Cancellation fees" with a detailed description of your policy and the amount in case of cancellation

  3. Set the payment calendar date to "To be planned".

See image below

Use this template after talking to the customer as follows:

  1. Search for "Template XXX" in your quote grid

  2. Click on the quote to open the window

  3. Click on "Action" then "Copy".

  4. Select your contact then click on "Create a quote".

Get customer confirmation as follows:

The customer receives the confirmation by e-mail/SMS and commits to the predefined terms by accepting it as follows:

You'll receive notification of acceptance, allowing you to go ahead with the appointment as planned.

If the customer doesn't show up, simply send the invoice for this quote at the appropriate time.

If the customer does show up, simply delete the related invoice as follows:

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