Can I use multiple different rates on the platform?
The platform offers multiple rate options for billing your clients:
Set Your Main Rate:
Go to Settings > Billing > Information to establish your primary rate.Assign Specific Rates to Clients:
For individual client records, open the desired record, click the action menu below the title, select Update, and save the applicable rate for that client.Adjust Rates on Invoices:
When creating an invoice, you can manually modify the rate as needed.
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Can the platform generate invoices in different currencies?
No, the platform can only generate Canadian currency for now.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 ...How do the header and footer work on my client invoices?
When an invoice is added to a record for the first time The Provider and Notes fields on the invoice are automatically populated with the information set in the Header and Footer section of your settings. You can edit this information directly on the ...Can an invoice be deleted?
It is not possible to delete an invoice, whether it has been paid or not. However, you can easily mark it as cancelled. Cancelling an invoice: Open the client record and go to the Invoicing tab. Locate the invoice and open the actions menu. Select ...Is it possible to manage third-party payers?
Yes, absolutely! You can manage your third-party payers directly on the platform. Go to Settings > Invoicing > Third-Party Payers in your account. Add the third-party payers you collaborate with to the list. When creating or updating a client record, ...