Can the platform generate invoices in different currencies?

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• How do I add taxes to my invoices?

  First, go to the Invoices section in the Settings tab: https://admin.psylio.com/organization/invoices Here you will be able to save the tax names and associated percentages.

• How can I use several different rates?

  1. Go to https://admin.psylio.com/organization/invoices to save your main rate. 2. Then, you have the option of indicating a specific rate in the client record if applicable. Simply click on the three small dots, then "Update" as shown below. And ...

• How do I generate a payment receipt?

  First, open the record of the person in question, go to the Invoicing tab and select Paid. Find the invoice for which you wish to send a receipt and locate the vertical ellipsis icon at the end of the row. Click on it to open the drop-down menu, and ...

• How can I generate a financial report?

  To create a financial report on Psylio, follow these steps: Go to the Finances tab in the left-hand menu and select Reports. Choose from global, revenue, expense, and tax reports for your desired period (e.g., current year, previous year, custom ...

• How do I adjust my taxes so as to include them in my rate?

  You can refer to this tool: https://www.psylio.com/resources/outils-de-travail/calculatrice-tps-tvh?lg=en to help you configure your fees. Disabling the "Amount entered is before taxes" button will provide you with the subtotal to enter in the ...