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Clients
Manage the families you serve — client profiles, account managers and dependents, and billing on individual accounts: invoices, subscriptions, payments, and credits.
Account Managers & Dependents
Client Experience
Client Records
- Who can see client comments and staff comments?
- Why don't @ mentions in client comments notify staff?
- Client Data Import
- Deleting / Merging Duplicate Accounts
- How do I add new clients to my opus1.io?
- How do I find client birthdays?
- How do I prevent an unwanted client from enrolling?
- PLUS - How do I find a client's history?
Credits
Gift Cards
Invoices
- Can siblings have separate invoices?
- How do I change the price for just one or two invoices?
- Why is my discount only applying to the sign-up fee?
- How do I create an invoice?
- What does each invoice status mean?
- Why didn't my payment plan change update invoices?
- How do I add a discount to an invoice?
- How do I add a recurring note to an invoice?
- How do I change an invoice's due date and late fee window?
- How do I download a PDF of a client's invoice?
- How do I issue a refund on an invoice?
- How do I void an invoice?
- What does the 'comp invoice' button do?
Payments & Auto-Pay
- How do I stop overdue payment reminders for one client?
- How automatic payments work
- Which cards and payment methods can families use?
- Why was my client's card declined?
- Are my clients notified when their payments are declined?
- How do I delay an auto payment?
- How do I run a one-time charge to my clients?
- How to Split Auto-Pay Between Two Payers
Subscriptions
- What does "Plan doesn't allow hold" mean?
- How are invoices generated from subscriptions?
- Can I set the start date of my clients' subscriptions?
- How do I add a recurring discount to a subscription?
- How do I assign a Billing location to a subscription?
- How do I batch update my clients' subscriptions?
- How do I change the payer on an invoice/subscription?
- How do I change the service associated with a subscription?
- How do I end a subscription?
- How do I use subscription holds?