How do I edit my billing address?

You can change your billing address by creating a new invoice in a client record and editing the information in the field located at the upper right corner of the invoice. However, this information must be edited manually when each invoice is created.

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• Is it possible to do monthly billing?

  Yes, you can include several services on the same invoice.

• Why are my revenues recorded according to the billing date and not the payment date?

  In the vast majority of cases, your accounting method will require revenue to be recognized according to the date on which the service is rendered and not according to the date of payment. This is known as accrual accounting. According to the Canada ...

• How do I record a business expense?

  Psylio lets you record and track your business expenses to give you a clear overview of your expenses and income. Set up expense categories Before recording an expense, take a moment to customize your expense categories. You can edit existing ...

• 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 I invoice a guardian?

  The Contacts section of a profile allows you to save information about parents, guardians, or any other person associated with a client or a student. It is especially useful for managing follow-ups and invoices for minors. Add a contact to a profile ...