Can I create an invoice even if the progress note has not been completed?

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• How do I add a reason for cancellation on an invoice?

  When cancelling an invoice added to a client's record, you can specify a reason for cancellation to facilitate your financial management. To learn how to cancel an invoice, please refer to the following article: Is it possible to delete an invoice? ...

• How to bill a guardian?

  When you create a record for a minor, you have the option to add one or two guardians. You can also add them later by editing the minor's profile. When creating the invoice, select the name of the guardian. The name of the payer will be indicated on ...

• Is it possible to delete an invoice?

  It is not possible to delete an invoice, regardless of its payment status. However, you can cancel an invoice without any issue. Click on Actions and then Mark as cancelled. Once this is done, the invoice will be listed in the cancelled invoices ...

• How do I manage tax application for multiple services on a single invoice?

  For precise tax management on various services added to a single invoice, Psylio offers a flexible feature. You can enable or disable taxes for each service as needed. Before you begin: If you provide taxable services, set up your billing information ...

• Is it possible for a client to pay for a session directly via the invoice?

  Unfortunately, this is not possible at the moment. However, if you have a Paypal or Stripe link, you can copy it into the Notes section at the bottom of the invoice and the client can click on this link to make the payment.