Invoicing & Receipts (19)

Learn how to create or automate invoices, receive payments, send receipts.

How to Request a Client to Enter Their Payment Information?

Created by Thibault Breboin, Modified on Tue, 28 Jan, 2025 at 5:06 AM by Thibault Breboin
How to Automate Invoice Payment Reminders?

Created by Thibault Breboin, Modified on Mon, 19 May, 2025 at 5:39 AM by Thibault Breboin
How to Edit a Receipt (Invoice already paid) ?

Created by Thibault Breboin, Modified on Fri, 3 Oct, 2025 at 11:25 AM by Thibault Breboin
How to Automatically Add a Guardian’s Name to a Client Invoice ?

Created by Thibault Breboin, Modified on Mon, 26 Jan at 9:26 AM by Thibault Breboin
How to change the status of an invoice ?

Created by Thibault Breboin, Modified on Tue, 10 Mar at 8:42 AM by Thibault Breboin
How to choose the payer for an appointment with multiple clients ?

Created by Thibault Breboin, Modified on Mon, 30 Mar at 11:46 AM by Thibault Breboin
How to enter additional items on an invoice ?

Created by Thibault Breboin, Modified on Mon, 30 Mar at 6:06 AM by Thibault Breboin
How to Skip Invoicing Automation for Specific Clients ?

Created by Thibault Breboin, Modified on Mon, 13 Apr at 6:39 AM by Thibault Breboin
How to get notified when an appointment has no invoice attached ?

Created by Thibault Breboin, Modified on Mon, 8 Jun at 5:54 AM by Thibault Breboin