At a Glance
Payment History gathers one client's session fees and statuses in their own record. You can see what has been received and what is still owed, correct an entry, and download a copy, without going back through the calendar session by session.
How to do it
- From Your Clients, scroll to Client Records and click the client you want. Use the Search client ID box if the list is long.
- Scroll to Payment History and click See Payments.
- Read the four figures across the top: Usual rate, Outstanding, Paid and Not yet recorded.
- To correct an entry, click the amount on its row, type the right figure and click the tick icon. Use the status control on that same row to choose Paid, Unpaid or No charge.
- To keep a copy, click Export CSV at the bottom of the section.
Worth knowing: If the client owes anything, the total appears beside the Payment History heading, so you can see it without opening the section. An upcoming session with nothing recorded against it is not counted as a debt.
Related articles
- Changing a fee or a status — Updating a session fee or payment status
- Across every client — Checking payments across your practice
Still Need Help?
If you have any other questions about TherapyLock, our support team is here to help.
Email us at support@counsellingtutor.com and we will be happy to assist.
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