Is it possible to do monthly billing?

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

 

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• 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 ...

• 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.

• Why are my revenues recorded according to the billing date and not the payment date?

  In the vast majority of cases, your accounting method will require revenue to be recognized according to the date on which the service is rendered and not according to the date of payment. This is known as accrual accounting. According to the Canada ...

• 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): ...

• Is it possible to manage third-party payers?

  Yes, absolutely! You can manage your third-party payers directly on the platform. Go to Settings > Invoicing > Third-Party Payers in your account. Add the third-party payers you collaborate with to the list. When creating or updating a client record, ...