Billings

• An invoice is created for every booking automatically, so you do not have to remember to raise one.
• Paid and unpaid invoices are separated at a glance, so chasing payments takes minutes.
• Each invoice is a proper tax invoice with your details, ready to download and send.

• Your bank details are saved, so online payments can be paid out to you. See Quick Setup, step 5.
• Add your GSTIN in Bank Details if you are GST-registered, so it appears on your invoices.
• Your services have the right prices. Invoices use the price of the service booked. See the Services guide.

Click Billings in the left-hand menu.

The five cards at the top:

Below the cards:

• The tabs All, Paid, Unpaid and Refund narrow the list by status.
• Filter narrows it further; see below.
• Search client, service, or invoice at the very top finds a specific invoice.

Each row shows:

• Invoice: the invoice number, starting PDINV.
• TXN ID: the payment reference for online payments.
• Client, Service, and the Date & Time the invoice was created.
• Amount, the payment Mode (Cash, Online or Offline), and the Status (Paid or Unpaid).
• Download: the invoice as a PDF.

Invoices you create by hand are marked Generated.

Automatically, from bookings. Every time a session is booked, from your booking page or by you, an invoice is created for the service price. Its status follows the Payment Type chosen at booking: Paid shows as Paid; Unpaid or Yet to Be Paid shows as Unpaid.

By hand, with Create Invoice. Use this for anything outside a normal booking, such as a report fee or a session booked before you joined PsychDesk.

1. 1
   Click Create Invoice at the top right.
2. 2
   Fill in the form on the left. The Invoice Preview on the right shows exactly what the client will receive.
3. 3
   Click Save Invoice.

Things to know:

• The invoice is titled Tax Invoice and shows your name, address and GSTIN from your settings.
• The client's name is typed in, not picked from your client list, so check the spelling.
• Download PDF and Share at the top let you send the invoice as soon as it is ready.

Click Filter to narrow the list by:

• Service: one or more of your services.
• Payment Mode: All Modes, Online or Offline.
• Date Range: a start and end date.

Click Apply. Click Reset to clear the filter.

1. 1
   Click the Unpaid tab.
2. 2
   Check which clients owe money and for which sessions.
3. 3
   Click the download icon on an invoice to get its PDF, and send it with a polite reminder.

A weekly check of the Unpaid tab keeps outstanding amounts small.

Money clients pay online collects in your Withdrawable Amount.

1. 1
   Click Cash Out on the Withdrawable Amount card.
2. 2
   Check the Available Balance and that your bank details show Bank Details Verified.
3. 3
   Enter the amount, up to the maximum shown.
4. 4
   Click Submit Request.

Things to know:

• The money is transferred to your registered bank account within 24 hours.
• Past requests are listed under Recent Requests.
• Only online payments can be withdrawn. Cash and other offline payments are already with you.

1. 1
   Book a test session with Payment Type set to Unpaid.
2. 2
   Open Billings and confirm a new invoice appears at the top of the Unpaid tab with the right client, service and amount.
3. 3
   Download it and check your details and the client's name on the PDF.

• See income and session trends over time: see the Reports & Analytics guide.
• Share worksheets with clients: see the Therapy Worksheet guide.