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.
11 articles
How do I mark a session as complete for an appointment?
What happens when I mark a session as complete?
How does the discount work?
How do cash payments work?
Does a payment link and invoice get sent out when I mark insurance payment and then click “Generate invoice” in the “Mark Session Complete” section?
Why don’t I see insurance payment as an option in mark session complete?
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 new invoice?
What can I do if I created a “New” invoice instead of billing via the “Open” tab?