Time & Billing
Learn how to configure invoices, payments, track your billable time, and more!
Service Items and Rates
Invoicing
- Set Default Invoice Settings
- Create an Invoice
- Create a Recurring Invoice
- Create an Invoice With Zero Balance Due
- Create a Billing Credit
- Apply a Billing Credit to an Invoice
Time Tracking
- 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
Canopy Payments (Adyen)
- Enroll in Canopy Payments
- Navigate the Payments Dashboard
- Save Client Payment Information
- Make an Account Payment - Practitioner
- Enter Payments
- Enable Surcharge for Client Portal Payments
Payments
- Enroll in Canopy Payments
- Navigate the Payments Dashboard
- Enter Payments
- Make an Account Payment
- Set Up Recurring Payments
- Issue a Refund