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 ...

• 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 set up compound taxes for my invoicing?

  Set up your tax settings To configure the taxes for your practice: Go to Settings > Invoicing. Add your taxes by entering their name and percentage. Compound tax option If your province uses a compound tax, you can enable it by selecting the option ...

• 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 ...