Can the platform generate invoices in different currencies?

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• 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, ...

• 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 ...

• 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 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 ...