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 section of the record and the financial entries will be removed from your financial statement. In this way, cancelled invoices can still be justified in the event of a tax investigation.
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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 for a client to pay for a session directly via the invoice?
Unfortunately, this is not possible at the moment. However, if you have a Paypal or Stripe link, you can copy it into the Notes section at the bottom of the invoice and the client can click on this link to make the payment.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 ...What happens to the financial records when I delete a client record?
Deleting a client record in Psylio does not impact financial records. According to the law, all financial data, including client payments, must be retained for 7 years. Therefore, even after deleting a record, client payments remain recorded in your ...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 ...