How do I send a payment link
To send a payment link, you must first integrate with our payment partner for your area. Once integrated, you can […]
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How do I send a receipt after a payment is made
There are two ways that a receipt is sent from our system: Where Receipts Are Sent:
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Why are invoices appearing on the statement that don’t fall within the selected date range
Invoices listed on financial statements are based on the invoice creation date, not the date of service. The invoice creation
Where does the service description shown on financial statements come from
The service description on financial statements is pulled from the first line-item description of the invoice. This allows you to
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Why is the date of service blank on my financial statement
Invoices created as “New” (not linked to any scheduled appointment) will have a blank date of service. You can reference
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How do I generate a Client Financial Statement
To generate a financial statement for an individual client, follow these steps: The client financial statement will be downloaded directly
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