Time to Get Paid!
Is pay day your favorite day too? Using our Time and Billing license makes getting paid quicker and easier in Canopy. Today we are going to go over some of the basics to get you started!
Note: If you don’t have Time and Billing as part of your licenses it is never too late to add it! Learn more about why you need it here!
Bill your Client
Start by creating one invoice and once you have got that down you can create recurring invoices to simplify the process even more!
Enroll in payments
Make everything a one stop shop in Canopy by enrolling in Payments and Collect client payments conveniently (by credit card or ACH), quickly, and directly in the Client Portal.
Don’t forget to:
Complete Fundamental Training sections 7 & section 8
These are the last two lessons in the Fundamentals course and will go over how to track your time and work in Canopy and invoicing your clients!
Need more help setting up your account? Check out our options for paid services by contacting support today!
You have Questions. We have answers.
The Canopy Knowledge Base- This is the home for all of our product articles and how-to videos that will walk you step-by-step through just about anything you want to do in Canopy. You can search at the top of the page or explore each section.
Customer Support: If you can’t find what you are looking for in the Knowledge Base, you can reach our support team through our in-app messenger (click on your icon on the bottom of the global navigation bar and then click Chat with Support) or by calling 1-855-616-7305.
Watch out for the next email all about how to send engagement letters. Or you can click here to start now!