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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
Credits
Gift Cards
Invoices
- What does each invoice status mean?
- Why didn't my payment plan change update invoices?
- How do I create an invoice?
- 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
Subscriptions
- 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?