Reports
- FAQ: The payers are not showing up on the payments list to pull payments.
- How to Print Custom Forms (Consent, Intake, Fillable Forms)
- Reports – coming soon!
- TIP: PAD Agreements
- TIP: How to view if a payment has been applied to an invoice.
- Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.)
- TIP: Where to look if there is an issue with the Payer Account.