Pre-Session Invoice Linking

Problem: I like to collect payment just before an appointment. The current workflow for this in Upheal is that I create a manual invoice. But it's not tied to the actual scheduled session in the system — so there's no clear connection between the invoice and the appointment it covers.

Request: Allow me to create an invoice before a session happens and link it to that specific calendar event/appointment. This way:

• The invoice is connected to the exact session it covers

• I can collect payment upfront without creating duplicate invoices (which allows me to ensure I am paid before the appointment begins — which is my policy — if the client hasn’t paid for the session before we begin, I don’t provide the service)

• My records stay clean and organized

• The client sees the appointment and the invoice together

Why it matters: Therapists who collect upfront payments need a way to connect pre-session invoices to their appointments without manually tracking which invoice goes with which session.