- Knowledge Base : CounselMore Support
- CLIENT MANAGEMENT
- Clients - Accounting tab
Billing Invoice - When I view the 'invoice preview,' why does the balance appear different?
It is possible that some line items are not activated. To check, go to the right side of the payment line item and verify if it is highlighted in green or gray.
a. Click on the hamburger button and select the option to preview/send invoice.
b. Click the send button to forward the invoice to the parent.
2. Head to Messaging Tab to see the status of the billing statement, please refer to the "key to email status" found at the top of this article.
Parent Received and Read the Invoice sent (POV)
Counselor's POV after the parent read the invoice