Navigating Billing in Canopy Mobile
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Within the Canopy mobile practitioner app, you can now view outstanding invoices, view a client's outstanding balance, re-send an invoice, and see whether a client has viewed an invoice. To get started, navigate to a relevant client in the mobile app.
1. Tap on the Billing tab of a Contact's Details.
- The client's outstanding balance is displayed at the top of the Billing tab.
2. Tap on a listed invoice to view the invoice in the app.
3. If a client has viewed an invoice, the word Viewed will be visible beneath the invoice's options menu.
4. To view an invoice's history, tap on a relevant invoice's in-line options menu.
- Choose View invoice history from the dropdown menu.
5. To resend an invoice, tap on a relevant invoice's in-line options menu.
- Choose Resend invoice from the dropdown menu.