The mail option in billing allows you to send invoices or receipts directly to your clients. Here’s how it works: […]

Preview Availability: In the preview screen, you can save or print the invoice, providing you with a convenient way to

Billing section filters Make sure to click “Apply” to view these filters in billing.

The Paid status indicates that the client or insurance company has paid for the service.

The Sent status indicates that the invoice has been sent to the client or insurance company.

The Draft status indicates that an invoice has been created but has not been sent to the client or insurance