# Complete an appointment in Roc Services

Roc Services web portal

**Note:** The steps in this article apply only to the Roc Services web portal.

After you attend an appointment, you can use Roc Services to complete the appointment and choose how you want to handle the estimate or invoice.

When you complete an appointment, the appointment status changes to Completed and we notify the customer.

The steps that you need to follow depend on whether the appointment includes an estimate or the appointment is linked to an existing invoice.

## Appointment includes an estimate 

If the appointment includes an estimate, you can choose one of the following options:

- **Create and send the invoice** – You can update the estimate, create an invoice, and then send the invoice to the customer.
- **Save the estimate** – You can update the estimate and save it. After you save the estimate, you can create an invoice later from the **Estimates** page.

### Create and send the invoice 

1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/).
2. On the side menu, select **Schedule**.
3. Select the appointment that you want to complete.
4. Select **Mark as Completed**.
5. Review and update the estimate. You can update the following details:
   - Customer’s email
   - Customer’s phone number
   - Catalog items
   - Discount
   - Note
   - Attachment
6. Select **Convert to Invoice**.
7. In the Net Term field, select the number of days you expect the customer to pay the invoice within.
8. Select **OK**.

### Save the estimate 

1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/).
2. On the side menu, select **Schedule**.
3. Select the appointment that you want to complete.
4. Select **Mark as Completed**.
5. Review and update the estimate. You can update the following details:
   - Customer’s email
   - Customer’s phone number
   - Catalog items
   - Discount
   - Note
   - Attachment
6. Select **Save**.

## Appointment is linked to an existing invoice 

If the appointment is linked to an existing invoice and you complete the appointment, we automatically send the invoice to the customer.

To complete the appointment and send the invoice, complete the following steps:

1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/).
2. On the side menu, select **Schedule**.
3. Select the appointment that you want to complete.
4. Select **Mark as Completed**.
5. (Optional) To send the invoice receipt, complete the following steps:
   1. Select **Send Receipt**.
   2. Enter the customer's email or phone number.
   3. Select **Share**.
6. (Optional) To print the invoice receipt, select **Print**.

## Video tutorial 

[Roc Services Video Support - Scheduling - Closing out a Completed Appointment (3/3)](https://www.youtube-nocookie.com/embed/LDfxxEroIA4)

## Related articles

- [Create an appointment and send an estimate in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/create-an-appointment-and-send-an-estimate.md)
- [Edit an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md)
- [Cancel or delete an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/cancel-or-delete-an-appointment.md)

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From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/complete-an-appointment). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).