Invoicing and Receipts
Nicolas used to spend five minutes at the end of each appointment filling out a paper receipt or accessing his association’s platform to issue electronic receipts.
This process caused Nicolas some minor frustrations: clients lost their paper receipts, there were occasional data entry errors, and after the holidays, clients requested to redo receipts for the entire year. Although it didn’t take much time, he found it frustrating to deal with these tasks due to some clients' lack of organization. As a self-employed individual paid only during consultations, he would prefer not to be bothered by such inconveniences
- Manquer un appel pour ensuite devoir rappeler et tomber sur la messagerie,
- Prendre des appels en soirée qui empiètent sur son temps familial,
- Devoir ajuster constamment son agenda pour les changements de rendez-vous,
- Recevoir des demandes de rendez-vous par texto, par courriel, par messenger et par google business. Il lui arrive même d’oublier de faire un suivi auprès d’un client parce qu’il ne va pas sur l’ensemble des plateformes à chaque jour.
One day, Nicolas discovered Evolutio, an app that promised to eliminate such nuisances from his professional life.
Today, with the Invoicing and Receipts feature he can:
01
Issue receipts easily and quickly in just five clicks directly from the consultation record. The app automates the entry of the necessary data for each receipt based on the type of service, ensuring that all information is correct and compliant. No more checking and rechecking every detail: Evolutio takes care of it.
02
He can access the receipt history directly from the client’s file, eliminating the need to search receipt notebooks or consult another platform for verification. Additionally, he can view the account status in real-time, just like his client, for his session packages sold.
03
Clients no longer need to worry about redoing receipts due to poor organization, as they can access their client space directly through their app.
Simplified Invoicing and Receipts with Evolutio
Easy Access to Billing and Receipt History
Evolutio allows Nicolas to easily access billing and receipt history directly from the client’s file. He can verify documents without navigating multiple platforms or searching through paper records, greatly simplifying his workflow.
Elimination of Entry Errors and Repeated Requests
Nicolas no longer has to worry about data entry errors or repeated client requests for duplicate receipts. Clients can access their documents online through their personal portal and view their history independently, saving Nicolas time and reducing hassle.
Evolutio has simplified Nicolas’s billing, allowing him to focus on his core work while optimizing his service and client experience.
FAQ – Invoicing and Receipts with Evolutio
Can I print insurance receipts for my clients with Evolutio?
Yes, Evolutio makes it easy to print receipts for your clients. You can generate receipts detailing consultations and payments made, to simplify administrative procedures for your clients.
Do insurers accept receipts generated by Evolutio?
Receipts created by Evolutio meet insurance requirements. They typically include all the necessary details to ensure insurance coverage and acceptance.
I often work with sports groups or workplace teams. Can Evolutio generate invoices for this type of clientele?
Yes, Evolutio allows you to create personalized invoices, including for various group types: sports teams, corporate groups, etc.
Have questions?
If you’d like more information or have questions about the Evolutio app, contact us directly or visit our contact page. We’re here to help!
Weekly Demo – Discover Evolutio!
Join us every Monday at 6:30 PM (Toronto time) for an informative session about Evolutio. To register, simply fill out a short survey so we can better understand your needs and address them during the online demonstration.