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 financial statements. This financial information remains accessible to ensure the integrity and accuracy of your financial records.
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How can I generate a financial report?
To create a financial report on Psylio, follow these steps: Go to the Finances tab in the left-hand menu and select Reports. Choose from global, revenue, expense, and tax reports for your desired period (e.g., current year, previous year, custom ...
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 ...
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 ...
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.