Related Articles
How do I add a reason for cancellation on an invoice?
When cancelling an invoice added to a client's record, you can specify a reason for cancellation to facilitate your financial management. To learn how to cancel an invoice, please refer to the following article: Is it possible to delete an invoice? ...
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.
Is it possible to delete an invoice?
It is not possible to delete an invoice, regardless of its payment status. However, you can cancel an invoice without any issue. Click on Actions and then Mark as cancelled. Once this is done, the invoice will be listed in the cancelled invoices ...