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 transaction?

  Psylio lets you record and track your business expenses, as well as income that isn’t linked to invoicing (other income). Set up income and expense categories Before recording an expense or other income, make sure your categories are set up ...

• 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 can I mark an invoice as paid and send the receipt?

  When payment is received, you can mark an invoice as paid and send the receipt, either during invoice creation or later, directly from the Invoicing tab in the client’s record. Option 1 — Send the receipt when creating the invoice If payment has ...