Bill Clients and Payers
Billing starts from the same approved visits as payroll. Hailo groups them by client and billing cycle, prices them from each client's rates, and keeps every invoice's balance up to date.
Video coming soon
What you’ll learn
- Invoice the visits that are ready to bill
- Email an invoice or charge a saved card
- Record a payment and see what is unpaid
Step by step
Open Billing
Choose Billing. Ready to invoice shows the approved visits for the current billing cycle that have not been invoiced yet.
Create the invoices
Use New invoice for one client, or Invoice all to go through every client in turn. Each invoice can be split between the client and another payer you have added under Payers.
Send or charge
Save the invoice and email it, charge a saved card, or save it without sending.
Record payments
When a check or transfer arrives, open the invoice and choose Record payment. Unpaid and Paid show where every invoice stands, and Payments shows card and bank payments.
Try it in Hailo: open the office app and follow the steps above. You’ll be asked to sign in first if you aren’t already. Open Billing
