At a Glance
Not yet recorded lists past sessions where you never chose a payment status. It keeps a gap in your record separate from money a client actually owes you, so an unfinished entry is never mistaken for a debt.
How to do it
- From Your Clients, click Payments in the bar across the top of the page.
- Click the Not yet recorded box near the top of the page.
- The Sessions with no payment recorded list opens underneath, grouped by client with the newest first.
- For each session, check the date and the fee, then choose Paid, Unpaid or No charge.
Worth knowing: A session with no status is not the same as an unpaid one, and nothing in this list counts towards Outstanding until you mark it Unpaid. That is why it is worth clearing this list before you rely on your outstanding figure.
Related articles
- The figures this feeds — Checking payments across your practice
- Changing a fee or a status — Updating a session fee or payment status
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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