We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #2984841
Invoice question
Closed

Comments

  •  2
    Aurelio started the conversation
    February 18, 2022 at 2:08pm

    Hi,

    One of my web clients, a massage therapist, needs to submit an invoice to one of her customers for their insurance.  Is there an option to generate and email and invoice?  The "easiest" way I can think of is re-entering their products into WooCommerce and using the email PDF invoice plugin, maybe.  Is there a way to do something similar from Amelia though? I looked in the Appointments, Customers and Finance pages, but if it was there and I just didn't understand how to send an invoice for an upcoming or past appointment, please let me know.

    Thank you for any advice, too!

  • [deleted] replied
    February 21, 2022 at 11:13am

    Hello Aurelio

    Thank you for reaching out to us.

    Amelia is not a payment engine, so it doesn't generate invoices. Invoices are generated by payment providers (Stripe, PayPal, etc).

    Our developers are going to work on invoicing within Amelia, so this will be available at some point in the future. This is not under development yet, and I can't say when it will be available.

    If you need some further assistance, please don't hesitate to contact us.

    Have a nice day!