At a Glance
The Payments page gathers what you have recorded across all of your clients. You can see what is owed, choose a period for the money you have received, and download the figures for your own records.
How to do it
- From Your Clients, click Payments in the bar across the top of the page.
- Read the three figures at the top: Outstanding, Received in range and Not yet recorded.
- To change the period, scroll to Income over time and use the menu beside the chart. The choices are This week, This month, This year, All time and Custom range.
- Scroll to Outstanding by client to see who owes what, or click Export CSV near the top of the page to download a copy.
Worth knowing: Outstanding ignores whichever period you have chosen, because money owed is money owed, and it counts only sessions you have explicitly marked Unpaid. Received in range is the figure that follows your dates.
Related articles
- Catching up on sessions with no status — Finding sessions with no payment recorded
- One client at a time — Viewing a client's payment history
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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