Related Articles
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 ...
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 do monthly billing?
Yes, you can include several services on the same invoice.
Can an invoice be deleted?
It is not possible to delete an invoice, whether it has been paid or not. However, you can easily mark it as cancelled. Cancelling an invoice: Open the client record and go to the Invoicing tab. Locate the invoice and open the actions menu. Select ...
Is it possible for a client to pay for a session directly via the invoice?
Unfortunately, this is not possible at the moment. However, if you have a Paypal or Stripe link, you can copy it into the Notes section at the bottom of the invoice and the client can click on this link to make the payment.