Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
Within the Canopy mobile practitioner app, you can now view outstanding invoices, view a client's outstanding balance, resend an invoice, and see if a client has viewed an invoice.
Navigate Billing in Canopy Mobile
1. Navigate to a relevant client in the mobile app.
2. Tap on the Billing tab on the Client Record.
The client's outstanding balance is displayed at the top of the Billing tab.
3. Tap on a listed invoice to view it.
4. See if a client viewed an invoice in Recent History by tapping on an invoice.
You can view the full history of an invoice by tapping the three stacked dots on a listed invoice or long-pressing the invoice under the Billing tab and selecting View invoice history.
Tap View history to see the full invoice history.
5. Scroll down on the invoice to see the invoice details.
Tap View full invoice to see a PDF of the invoice.
You can pinch and zoom on this page!
On this page, you can also tap the three stacked dots to Resend invoice or Share.
6. To resend an invoice, tap on the 3 dot icon next to the invoice and select Resend from the menu.
Tap the 3 dot icon next to the invoice you wish to resent.
Choose Resend invoice from the dropdown menu.
Note on Tags: Tags appear at the top of invoice details and on the invoice list. Tags listed can be:Past Due
Paid
Partial
Past Due
