Is it possible to do monthly billing?

Yes, you can include several services on the same invoice.

 

• Related Articles

• How do I edit my billing address?

  You can change your billing address by creating a new invoice in a client record and editing the information in the field located at the upper right corner of the invoice. However, this information must be edited manually when each invoice is ...

• 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 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 ...

• Is it possible to manage the third-party payers?

  Absolutely! Visit https://admin.psylio.com/organization/institutions to customize the third-party payers you do business with. Then, when you create a record, you can indicate in the client profile whether it is associated with a third-party payer. ...

• 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.