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

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• 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? ...

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

  Absolutely! Mark your invoice as paid, as you usually would. Check the box in the confirmation window to send the receipt to the client by email. The email addresses saved in the profiles section of the record will automatically appear. You can ...

• 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 ...

• How to bill a guardian?

  When you create a record for a minor, you have the option to add one or two guardians. You can also add them later by editing the minor's profile. When creating the invoice, select the name of the guardian. The name of the payer will be indicated on ...

• 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): ...