Invoices
Session types & rates
Used when booking a session — picking a type sets the fee and the invoice description (e.g. EMDR, person-centred, missed appointment <24h).
Backup & restore
Your data lives only on this device. Export regularly and keep the file in your own cloud (e.g. Google Drive). Restoring replaces everything on this device.
Licence
Checking…
Connections
For remote video sessions, paste the room URL from your own Daily.co account. The therapy room and the client link use this.
Availability
Your usual working days and hours. The diary uses this to guide bookings.
Banking & tax
Bank statement (CSV) import, reconciliation against invoices, and an HMRC income summary by tax year are planned for the next phase.
- Import bank CSV
- Reconcile payments to invoices
- HMRC / Making Tax Digital summary
- Expenses & profit/loss