Invoices & payments

How invoices work

Each completed visit has an invoice that becomes a receipt once paid.

Each completed visit gets an invoice. Open it from Billing → Invoices & payments.

The invoice shows a status:

  • Unpaid: nothing paid yet
  • Partially paid: some paid, a balance remains
  • Paid: paid in full. The invoice becomes a receipt.
  • Closed: the balance was written off

On the right you'll see the amount due, buttons to record a payment, email or download the PDF, and a payment timeline of everything that's happened.

Tip

Click the invoice date to change it. The invoice number stays the same.

Updated October 12, 2026

Was this article helpful?

Still need help?

A real person reads every email, usually within one business day. Please don't include client health details.

Email support