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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• How to bill a guardian?

  When you create a record for a minor, you have the option to add one or two guardians. You can also add them later by editing the minor's profile. When creating the invoice, select the name of the guardian. The name of the payer will be indicated on ...

• 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 manage tax application for multiple services on a single invoice?

  For precise tax management on various services added to a single invoice, Psylio offers a flexible feature. You can enable or disable taxes for each service as needed. Before you begin: If you provide taxable services, set up your billing information ...

• Is it possible to manage the third-party payers?

  Absolutely! Visit https://admin.psylio.com/organization/institutions to customize the third-party payers you do business with. Then, when you create a record, you can indicate in the client profile whether it is associated with a third-party payer. ...