Time & Billing

Invoicing

• Generate Statements
• Set Default Invoice Settings
• Create an Invoice
• Create a Recurring Invoice
• Create an Invoice With Zero Balance Due
• Create a Billing Credit

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Canopy Payments

• Enable Automated Late Fees
• Enroll in Canopy Payments
• Navigate the Payments Dashboard
• Save Client Payment Information
• Make an Additional Payment - Practitioner
• Enter Payments

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Expenses

• Get Familiar With Expenses
• Create Expenses
• Add Expenses to Invoices
• Manage Expenses

Service Items & Rates

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

Time Tracking

• Edit Time Entries in Bulk
• 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

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Reporting

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