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

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

  Absolutely! Here's how: Mark the invoice as paid by going to the Invoicing section of the client’s record. Find the invoice in question, click on the action menu on the right, and select Mark as paid. Check the "Send receipt by email" box at the ...

• 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 ...

• 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): ...

• 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 ...