Marking a Session Complete
Learn how to finalize appointments by marking sessions as complete. These FAQs guide you through confirming session details, generating invoices, and updating appointment statuses efficiently.
12 articles
How do I mark a session as complete for an appointment?
How do I mark a session as complete for an appointment? (South Africa)
What happens when I mark a session as complete? (South Africa)
How does the discount work?
How do cash payments work?
Does “Generate Invoice” send anything to the client? (South Africa)
Why don’t I see “Insurance Payment” as an option in Mark Session Complete? (South Africa)
How does the Save & Review feature work?
Why can’t I Save & Review an invoice marked as an insurance payment type?
Why can’t I Save & Review an invoice/receipt in Paid status?
Why should I use Mark Session Complete instead of creating a Stand-alone invoice?
What can I do if I created a “Stand-alone” invoice instead of billing via the “Open” tab?