To resend an invoice to a client, please follow the steps below:
1. Steps to cancel an upcoming session
2. What to do if the session has already taken place
Steps to cancel an upcoming session
- Open the session in your calendar.
- Click on the pencil icon to edit (located in the right corner).
- Click on the three dots on the right of the client's name.
- Select the option to "resend payment request".
What to do if the session has already taken place
If you don’t see the pencil icon on the calendar appointment, follow these steps to resend an invoice:
- Go to the Clients tab.
- Find and select the client you need to invoice from the list by clicking on their name.
- In the client’s profile, go to the Invoices section.
- Locate the invoice you want to resend.
- Click the arrow icon on the right side of the invoice entry.
- Select Resend from the dropdown options.
This will send the invoice again to the client.
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