Collums

You can void an invoice but only if there has been no payment made against it.

Void an invoice

You can make a partial or total refund of an invoice but only once.

Process a refund

Manually redeem or un-redeem course services

Change the number of services left in a course

You can re-send an email or SMS already sent to a client

Resend a receipt, invoice, email or sms

See the emails and SMS that your clients have been sent

View / check the emails and SMS sent to clients

The difference between Account totals and Account balance and how it is calculated

Account balance calculation

Total spend, average spend and other information is in the client card

How Total Spend is calculated

You can update or edit client / patient details in more than one place

Editing client / patient details

Client ID

How to send an email or SMS message to the client via the client card

Send email & SMS via the client card

Dr Askari

Natalie Fearn

Client card

Find answers and get help from Intercom Support and Community Experts

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