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  1. Canopy
  2. Time & Billing

Time & Billing

Learn how to configure invoices, payments, track your billable time, and more!

Service Items and Rates

  • Manage Service Items
  • Set User Rates & Service Rates for Billing

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
See all 8 articles

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
See all 12 articles

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
See all 9 articles

Payments

  • Enroll in Canopy Payments
  • Navigate the Payments Dashboard
  • Enter Payments
  • Make an Account Payment
  • Set Up Recurring Payments
  • Issue a Refund
See all 7 articles

Reporting

  • Create a Time Report
  • Create a Work in Progress (WIP) report
  • Create a Billing Report
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