How does the filter work in the billing section
The filter function in the billing section allows you to narrow down your invoices based on specific criteria. Here’s how […]
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How do I create a “New” invoice
The “New” invoice feature allows you to create an invoice that is not tied to an appointment scheduled on the
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Why don’t I see insurance payment as an option in mark session complete
If you are not seeing “insurance payment” as an option in the “mark session complete” screen, it means the service
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Why can’t I save my note, the buttons are not enabled
You may have hit the character limit for a specific note, which is 2360 characters. To resolve this, you can:
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How do I “Unarchive” a client
If a client has been archived and you want to reactivate them, follow these steps: The client will now appear
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How can I download a receipt or invoice on my phone that is not downloading automatically
There are several options to download a receipt or invoice on your phone: Click to Download: If the preview does