Release Notes for February 2021

These release notes are meant to give an overview of new features and/or enhancements launched in the month of February.

What's New for Practice Management

Invoice Settings

Description: You can now customize your invoice settings to ensure that each invoice functions the same. No more tweaking each setting every time you create an invoice. Time entries can now show up as their own line item by toggling the Separated setting. You can also set default payment terms, visible columns, and have universal terms and conditions.

Find this change:

• Navigate to your Settings in Canopy.
• Select Billing Settings from the left-side column.
• Click on the Invoice tab.

Learn more: 

• Set Default Invoice Settings