The Billing tab in the Canopy mobile practitioner app lets you add and schedule invoice payments on behalf of clients — it does not support creating or editing invoices from mobile.
Required: Canopy mobile app access with billing permissions. Client must have a saved payment method on file.
Why it matters: Schedule a client payment on the spot during a meeting or call — without logging into the desktop app.
Table of Contents
Schedule a Payment
Payments can be scheduled up to 90 days in advance.
Navigate to the relevant client record in the mobile app.
Tap the Billing tab in the client record.
Tap Add Payment.
Review the selected invoices — all outstanding invoices are selected by default.
Tap an invoice to deselect it if you don't want to include it in this payment.
To make a partial payment, adjust the amount in the Amount to pay field for any selected invoice.
Tap Continue.
Tap the Payment Date field and select a future date from the calendar.
Select a payment method.
Add a note if needed.
Tap Schedule Payment.
Tap Done to close the payment confirmation.
📝 Note: To process a payment before its scheduled date, tap Add Payment on the invoice and set the payment date to today. The payment will initiate immediately.
Troubleshooting
I don't see an Add Payment option.
Confirm the client has a saved payment method on file — payment cannot be scheduled without one.
Confirm your account has billing permissions. Contact your Canopy admin if you're unsure.
If the issue persists, contact support.
Summary
This article covers how to schedule a payment from the Billing tab in the Canopy mobile practitioner app. Once scheduled, the payment will process automatically on the selected date.
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