Appointment Billing

​@johnkihiu60 this looks like you need to check the report where the invoice reports has appointment log information. If it is not available you need can add that to report

Hello @ranjithduraisamy72

​When an appointment is billed, the appointment log notes are usually copied over to the invoice line notes, which we are using on the report.

The issue might be in the workflow that copies over the log details, which works at certain times

​@johnkihiu60 Is it taking the notes from the Appointment line items and moving them to the invoice line items? Or is it taking the notes from the Appointment entity and moving them to corresponding invoice lines?

Acumatica does the former by default, so if you are doing the latter, that is probably a customization somewhere that is not working properly.

Hello ​@johnkihiu60 

If the user needs to copy line notes from an appointment to an invoice, the user can select the “Copy Line Notes to Invoice” check box on the Service Order Types screen.

Thanks