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 bottom of the window.

The email addresses saved in the client’s profile will automatically appear. You can send the receipt to up to 3 recipients and add or remove addresses as needed.
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How do I generate a payment receipt?
First, open the record of the person in question, go to the Invoicing tab and select Paid. Find the invoice for which you wish to send a receipt and locate the vertical ellipsis icon at the end of the row. Click on it to open the drop-down menu, and ...
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 ...
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.
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): ...