Hey there @Hugo41701 - thanks for your topic, and great question! Firstly, check out our New User Guide - it’ll def prove helpful as you get used to the platform!

As you know, we have integrations with both Stripe and PayPal. You can connect your Stripe or PayPal account to Calendly to collect payments when your invitees schedule with you. If you don't use these services, you could add a custom link to your confirmation page that leads to your preferred payment provider. You could also customize your invitee notification emails to include that link!

Because the payment collection takes place via PayPal and not Calendly, Calendly has no access to the information needed to create an invoice. You will need to create invoices manually or with tools provided by PayPal (or perhaps another third party tool that you can implement) in order to meet this goal. I’m sorry for the inconvenience - I really do not like having to say “no”! 

I hope this helps!

Hi Kelsi,

I have the same problem. I understand that this has to be solved by the third party provider, but any tipp how to do that would be great. Of course every calenedly customer can do that on hs own, but a simple proposal from your site with  best of bread idea would be great.

I even don´t know if there is a way to create invoices in Paypal. I assume I have to do it manully in a third party aplication…

Best regards

Hey @Björn81256 - sure thing!

I cannot officially tell you what to use for your invoices. However, I did find this article from PayPal that goes over how to create invoices, to start you off!

I hope this helps!

Hi,

thank you. I found this already too. But unfortunately this creates a new unpaid invoice. The problem is that the customer pay directly at the booking with calendly (what I like as a process).

In my WooCommerce store I can also sell products via Paypal. Here I sell over Woocommerce and the invoice is created by a WooCommerce Plugin. The payment is than over PayPal.

So it seem that there are two possible ways:

1.) Sell and create an invoice in the shop (e.G.  WooCommerce or Calendly) and than make the payment in PayPal

2.) Sell somewhere, create invoice with paypal and than receive payment.

This is pretty much the same with stripe.So if you want to use Calendly to sell appointments of course the first solutions fits (otherwise I will have to wait for payment till I can host an appointment).

I liked the idea to sell appointments via Calendly, but without automatic created invoices there is a big missing functunality. Than I can also take a cheaper competitioner like calndly and sell it there. 

I think the only way to get automaticall invoices is to build this unction in Calendly. This will add a lot of value, becuase otherwise I will allways make invoices manually or need extra tools. 

Please see that as a feature request.Or is your company not interested in improvement?

@Björn81256 I appreciate your thorough feedback, and of course I will note your feature request for our product team! Calendly is constantly working to improve, absolutely.

A little bit of clarity here: the reason there is no invoice feature in Calendly (currently) is that Calendly is not a payment platform or processor. Calendly does not collect your payments, but rather facilitates the integration with PayPal (or Stripe) so that you can conveniently collect payments at the time of bookings being made. While, yes, invitees click onto your Calendly link > pay > book, those payments are not ever seen or handled by Calendly in any way.

As such, it would definitely benefit you at this time to:

• use one of the payment platforms and their existing invoice features
• manually create invoices, or
• use another third party tool that allows for invoice creation

You might also be able to do something along the lines of: 

• integrate Zapier with Calendly
• set up a Zap for “invitee created” (any time a booking is made)
• integrate Zapier with a third party tool for invoices
• set it up so that Zapier automatically sends the data needed to that third party tool and creates invoices, or
• set it up so that Zapier automatically sends the data to a spreadsheet/doc that you can then pull from for invoices

You can read more about our Zapier integration here. You can read more about third party apps Zapier helps integrate with Calendly here. 

Again, I am def noting your feature request (already done!), and our product team always looks at those when we pass them over to them! However, I cannot make any promises about if or when invoice functionality might come to Calendly, so I am giving you info and ideas to implement now, since you need this now. 

Have a great night! 

Hi,

thanks for your answering. Here are some more informations for your developing team:

I already consicer Zapier, but this would need a invoice software that has a Zapier integration as well… I am using 3 tools for invoices (depending on the ordering process). Unfortunately not one offers a Zapier integration for that. In Germany it is pretty much common that the shop system offers the invoice function. For me calendly is the shop system. any additional system will add complexitiy, cost (Software and Zapier tasks).

I also thought about first buy and than get the calendly link, but this will not work from a sales perspective because customer don´t know which appointments are offered and don´t know if that will fit.

So you see I consider a lot of possibilities.

Hey again @Björn81256 thanks for following up with this thorough breakdown of your workflow, and the things you’ve already considered, here!

I am sorry that I can’t offer more workarounds or ideas for your use case. I have marked your comments as product feedback, and I will make sure that they’re read by the right team! To reiterate for transparency: I cannot make any promises regarding if or when we might update our payment collection integrations to include invoicing functionality. Sorry for the inconvenience!

Calendly is a scheduling platform, not a shop system; I do understand that there are different and common expectations from country to country - and I have made note of this, as well! I hope that you have a wonderful day, and that you are able to come up with a workaround for this need that isn’t too terribly time consuming. Let me know if you have any other questions about your Calendly account, setting things up and so on! 

Hi,

this is clear. My expectation to you was to forward it to the development.

Best Regards