Is it possible for a client to pay for a session directly via the invoice?

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• Can I delete an invoice?

  It isn’t possible to delete an invoice, whether it’s paid or unpaid. However, you can mark it as cancelled in just a few simple steps. How do I cancel an invoice? Open the client record and go to the Invoicing tab. Locate the invoice you want to ...

• How do I create an invoice for a couple?

  Before you begin To determine whether you should create a separate invoice for each member of a couple, refer to your professional order’s guidelines as well as the tax requirements applicable in your jurisdiction. Before creating an invoice, also ...

• How do I invoice a guardian?

  The Contacts section of a profile allows you to save information about parents, guardians, or any other person associated with a client or a student. It is especially useful for managing follow-ups and invoices for minors. Add a contact to a profile ...

• How can I mark an invoice as paid and send the receipt?

  When payment is received, you can mark an invoice as paid and send the receipt, either during invoice creation or later, directly from the Invoicing tab in the client’s record. Option 1 — Send the receipt when creating the invoice If payment has ...

• Is it possible to record partial payments?

  Yes, partial payments can be recorded on two separate invoices. Here's how: Create two invoices for the same service. Add a line on each invoice to subtract the amount paid by the other payer. Invoice for the first payer (the client, for example): ...