Billing

Your complete guide to managing invoices and payments in Caspen.

Manage all aspects of your billing process in Caspen. From setting up invoice preferences and tax settings to creating invoices, recording payments, and issuing credit notes.

Invoices

Create, send, and manage invoices for your clients and contacts. Learn how to customize templates, edit drafts, apply credits, and void or delete invoices when needed.

• Create an invoice - Learn how to create and send invoices.

• Edit an invoice - Revert an invoice to draft so you can make changes or corrections.

• Delete an invoice - Permanently remove an invoice that was created in error or is no longer required.

• Void an invoice - Learn how to cancel an issued invoice.

• Invoice for a canceled appointment - Invoice a client for a canceled appointment based on your cancellation policy.

• Invoice field reference guide - Learn what each invoice field and status means in Caspen.

Payments

Record and manage payments. Whether manual, online, or credit-based. You can also issue or void payments, process refunds, and track allocation across invoices.

• Pay an invoice - Record and apply invoice payments.

• Add a standalone payment - Record a payment not linked to an invoice.

• Apply an existing payment to an invoice - Use unallocated payments (money already received) to pay a finalized invoice.

• Refund a payment - Learn how to process refunds in Caspen.

• Add a credit note - Adjust or reduce an invoice balance.

• Void a payment - Learn how to cancel a payment record.

• Add a new payment method - Set up and manage accepted payment types.

• Unallocated payments explained - Learn how unallocated payments are created and used in Caspen.