Why can’t I Save & Review an invoice/receipt in Paid status
You cannot Save & Review an invoice/receipt that is in the Paid status because it has already been completed and […]
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Why can’t I Save & Review an invoice marked as an insurance payment type
Generate Invoice has the same functionality as Save & Review for insurance payment types.
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How does the Save & Review feature work
The Save & Review feature allows you to draft an invoice or receipt before sending it to the client. The
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How many templates can I create
You can create and save as many templates as you need. Tailor these templates to fit your specific billing scenarios.
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Do I need to create a template for billing
Yes, it is necessary to create at least one template for billing. The template is used for:
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Where can I find the “My Templates” section
The “My Templates” section is located in the billing area of the platform. This is where you can create and
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