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Upcoming billing feature updates

Upcoming billing feature updates

Our new billing experience is more flexible and seamless than ever. Based on feedback from our customers, we’ve made it easier to add client payments and see all billing information in one place. The rollout of these enhancements is complete and all accounts have the features enabled. 

Below, you’ll find answers to frequently asked questions about the new billing experience, including:

What new features are included?

With these enhancements, you’ll have access to the following features:

  • Choosing which invoice a payment applies to
  • Adding partial payments to invoices
  • Marking all client payments as refunded, including Online Card, Cash, Check, or External Card
  • A new payment details page
  • A new appointment billing details page 
  • Updated billing documents, with invoices that display partial payments and statements that include a new summary section

How is this different? 

With our previous billing experience, you weren’t able to choose which invoice a payment would apply to or the amount applied. Now, you have the ability to add partial payments and choose which invoice each payment applies to. You can also mark any type of client payment method as refunded, rather than having to add a negative payment to a client’s profile.

Along with a new look and feel for our billing documents, we’ve also created new payment details and appointment billing details pages. These pages will give you insight into the specifics of each client payment.

Will these billing enhancements be available on the mobile app?

On the mobile app, you’ll have the ability to:

  • Add partial payments
  • Apply payments to specific invoices
  • View a new payment details page for each client payment

Note: Refunding and deleting client payments can only be done in the web app. 

Who will have access to these enhancements?

All team members with Billing access will have access to the enhanced billing experience in their accounts.

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