Time & Billing
Learn how to configure invoices, payments, track your billable time, and more!
65 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
- How do I Enter a Payment in Canopy?
- Make an Additional Payment for a Client
- Manage Default Payment Settings
- Set Up Recurring Payments
- Make a Payment on the Client Portal
- Refund a Payment
- How do I Create an Invoice?
- Create and Print Bulk Invoices
- Set Default Invoice Settings
- How do I Create and Preview a Recurring Invoice?
- Create an Invoice With Zero Balance Due
- Generate Statements
- Create a Billing Credit
- Manage Billing Credits
- Apply a Billing Credit to an Invoice
- How do I manage the Invoices Dashboard?
- How Do I Create and Use Invoice Templates?
- Edit Time Entries in Bulk
- Enable the Time Entry Duration Calculator
- Change the Timer Rounding Settings
- Start a Timer
- Start a Timer From the Task Workspace
- Add a Time Entry to a Task
- Navigate the My Timers Section
- How do I Add Time Entries to an Invoice and Manage WUWD?
- View Billed Time
- View Saved Time Entries
- 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
- How do I configure Timesheets settings in Canopy?
- How do I use Timesheets in Canopy?
- How Do I Set a Dollar Budget on a Task?
Billing & Payments FAQ
Learn about payment processes, data protection, and answers to common questions
- FAQ | Billing & Payments Common Questions
- FAQ | Payment Deposit Times, Accepted Payment Methods, & Declined Payments
- FAQ | Surcharging
- 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
- FAQ | Why are refunds restricted, and how can I address refund issues in Canopy?
- FAQ | How can I verify and resolve issues with ACH payments not appearing in Canopy or my bank account?
- FAQ | Why might there be delays or issues with viewing deposited funds in my Canopy account?
- FAQ | What Are the Main Reasons for Declined Client Payments, and How Can They Be Resolved?
- FAQ | Do KBA credits expire?