Time & Billing

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

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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

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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

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Payments

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

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Reporting

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