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 ...

• Where can I find my unpaid invoices?

  You can view all unpaid invoices using the filter available in the Invoicing tab of the Finance section. View all unpaid invoices Go to Finance > Invoicing. In the filter bar, open the Status filter. Select Unpaid. Click Apply. The list will display ...

• How do I generate, send, or print a payment receipt?

  Once a payment has been recorded, you can generate a payment receipt to confirm the transaction with your client. The receipt can be sent by email or printed, depending on your needs. Send or print a receipt Follow the steps below to send or print a ...

• How can I add a provider number to my invoices?

  Here are two simple ways to add a provider number to your invoices in Psylio: 1. Through the header and footer settings You can enter your provider number in the Header and footer section of your invoice settings. Add the number to either the ...