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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Can I delete an invoice?
It isn’t possible to delete an invoice, whether it’s paid or unpaid. However, you can mark it as cancelled in just a few simple steps. How do I cancel an invoice? Open the client record and go to the Invoicing tab. Locate the invoice you want to ...
How do I convert a CSV file to Excel format?
Reports generated by the platform are provided in CSV format. CSV files are compatible with most spreadsheet applications and can be opened in Excel or converted to Excel format (.xlsx) for easier analysis or sharing. Before opening or converting a ...
How can I view and export my financial data?
As a self-employed professional, you are required to file an annual income tax return and submit tax reports periodically. Psylio helps you track your income and expenses and export your financial data in CSV format to support your tax reporting. ...
Is it possible to export my financial data in PDF format?
You can generate a PDF version of your financial data using your browser’s Print function. For a more complete and structured export, the CSV format is recommended. See the following article to learn how to export your data in CSV format: How can I ...
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 ...