When a standard or dealer invoice has no appointment booked yet and its work is not finished, it shows up in the Unscheduled sidebar on the calendar page. That means status Pending, Partial, or Paid. An invoice marked Posted counts as complete and drops off the list. Warranty and repair invoices are not listed here; those reach the calendar through a work order instead. From there you can drag it directly onto a calendar slot to book the appointment in one motion.
To use the sidebar
- Open the calendar from the sidebar (Scheduling, or the Installation or Consultation Calendar links under Service and Customer Management).
- The Unscheduled panel is hidden by default. Click the "Unscheduled" button above the calendar to open it; the panel then runs down the side. Each entry card shows the invoice number, status (Pending, Partial, or Paid), customer, and vehicle if any.
- Drag the entry from the panel onto the day, time, and resource column where you want the appointment to land.
Before the appointment is created, a confirmation card appears with the proposed start time, an end-time picker so you can size the slot, and the resource you dropped onto. Adjust if needed, then confirm. The appointment is created and linked back to the invoice. The entry disappears from the Unscheduled list.
If you change your mind mid-drag, drop outside the calendar (or press Escape on the confirmation card) and nothing is saved.
The Unscheduled list updates as you go: invoices that become scheduled drop out, and any new unfinished invoices created during your session show up the next time the list refreshes.