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 […]
How do I send a payment link Read More »
To send a payment link, you must first integrate with our payment partner for your area. Once integrated, you can […]
How do I send a payment link Read More »
There are two ways that a receipt is sent from our system: Where Receipts Are Sent:
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Invoices listed on financial statements are based on the invoice creation date, not the date of service. The invoice creation
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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Invoices created as “New” (not linked to any scheduled appointment) will have a blank date of service. You can reference
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To generate a financial statement for an individual client, follow these steps: The client financial statement will be downloaded directly
How do I generate a Client Financial Statement Read More »