What's New?
New Time & Billing enhancements allow your firm to issue partial refunds, customize invoice numbering, and require time entry fields, improving your billing efficiency and accuracy.
Why it Matters
- Partial Refunds: Your firm sometimes issues partial refunds to your clients for reasons such as goodwill or overages. Now you can issue partial refunds (and full refunds previously released) inside Canopy.
- Custom Invoice Numbering: You have your own client invoice sequencing, so it’s time to use it.
- Required Time Entry Fields: Your practitioners sometimes omit important details—like client name, service, assignee, or related tasks—when adding time entries. You can now mandate what’s required from the desktop and mobile apps.
- Debit Card & Credit Card Payment Types: You can now easily see who paid by debit or credit card and filter those payment types accordingly.
Where to Find it
All of these new capabilities are now available to Time & Billing customers.
Interested in adding Time & Billing to your plan? Contact us.
Learn More
Explore our Knowledge Base to learn more about these product releases:
- Partial Refunds
- Custom Invoice Numbering
- Required Time Entry Fields
- Debit & Credit Card Payment Types
With over 25 years of marketing and business experience, Mart has launched and revitalized hundreds of products and services in North America, Europe, and Asia-Pacific. Over the last decade, Mart has launched two new businesses, introduced several businesses to emerging and underserved SaaS markets, uncovered automation trends to maximize organizational performance, and tapped data to discover new business opportunities. He particularly enjoys uncovering why people do what they do, especially when it comes to the products they love. He's worked in large multinational companies, startups, and everything in between. He thoroughly enjoys product storytelling and messaging, uncovering buyers’ journeys, driving go-to-market strategy, and empowering consultative salespeople. He graduated from Brigham Young University in Marketing. He has master certificates in Project Management from George Washington University and Product Marketing from Pragmatic Marketing Institute. With two and a half decades of experience, he specializes in helping organizations drive their product, marketing, and sales results. On a personal note, he also enjoys playing pickleball and tennis, wakeboarding and wakesuring, and exploring the mountains of Utah.
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