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 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): ...

• How do the header and footer work on my client invoices?

  When an invoice is added to a record for the first time The Provider and Notes fields on the invoice are automatically populated with the information set in the Header and Footer section of your settings. You can edit this information directly on the ...