Billing & Payments
See the invoices for all your clients in one place, track your revenue, and create, share and export invoices.
5 articles in this topic
The Billing and Payments page
Billings, in the left sidebar, opens Billing and Payments.
2 min readCreate an invoice from Billing
You can create an invoice manually for any client from the Billings page.
3 min readRecord a payment for a manual invoice
If you create an invoice manually instead of selecting Pay from the Pro Calendar appointment, you can record the payment after the invoice has been created. Recording the payment marks the existing invoice as Paid. You can charge a saved card, or record an e-transfer or cash payment.
2 min readView, print, download or email an invoice
Open an invoice to see it as your client will, then print it, save it as a PDF or email it.
1 min readExport a billing report
Export a Billing Report as a PDF for your records or your accountant.
1 min readStill need a hand?
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