Time & Billing
Learn how to configure invoices, payments, track your billable time, and more!
52 articles
Canopy Payments Onboarding Checklist
Enroll in Canopy Payments as an Individual Entity
Enroll in Canopy Payments as an Organization Entity
Enable Automated Late Fees
Navigate the Payments Dashboard
Save Client Payment Information
Make an Additional Payment - Practitioner
Enter Payments
Enable Surcharge for Client Portal Payments
Set Up Recurring Payments
Make a Payment on the Client Portal
Refund a Payment
Edit Time Entries in Bulk
Enable the Time Entry Duration Calculator
Change the Timer Rounding Settings
Run a Timer
Start a Timer From the Task Workspace
Add a Time Entry to a Task
Navigate the My Timers Section
Add Time Entries to an Invoice
View Billed Time
View Saved Time
Save Filters on the Saved Time Table
Review Archived Time
Get to Know the Productivity Dashboard
Set Default Time Entry Settings
Set Up and Use Locked Time Entries
Billing & Payments FAQ
Learn about payment processes, data protection, and answers to common questions
FAQ | Billing & Payments Common Questions
FAQ | Surcharging
FAQ | Payment Deposit Times, Accepted Payment Methods, & Declined Payments
FAQ | ACH Payment Return Codes & Chargebacks
FAQ | Understanding Chargebacks & Best Practices
FAQ | Payment Security & Data Protection
FAQ | PCI Compliance
FAQ | ACH Payment Lifecycle
FAQ | Credit Card Payment Lifecycle