How do I generate a payment receipt?

First, open the record of the person in question, go to the Invoicing tab and select Paid. Find the invoice for which you wish to send a receipt and locate the vertical ellipsis icon at the end of the row. Click on it to open the drop-down menu, and then on the Send receipt button. If you prefer to print the invoice, you can click on View receipt to open it and then Print. 

Please note that receipts are only available when the invoice has been marked as paid. Until then, you will only be able to send the invoice. 

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• Is it possible to send a receipt to the client as soon as the invoice is marked as paid?

  Absolutely! Here's how: Mark the invoice as paid by going to the Invoicing section of the client’s record. Find the invoice in question, click on the action menu on the right, and select Mark as paid. Check the "Send receipt by email" box at the ...

• What payment methods can be used to pay an invoice?

  The following payment methods are accepted:

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  No, the platform can only generate Canadian currency for now.

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• How can I generate a financial report?

  To create a financial report on Psylio, follow these steps: Go to the Finances tab in the left-hand menu and select Reports. Choose from global, revenue, expense, and tax reports for your desired period (e.g., current year, previous year, custom ...