Manage finances
Understand practice finances, update session records, export data, and review reports.
Use the practice-wide Finances page to review session charges and payments, filter records, export data, and open financial reports.
Update a session's service, location, status, or payment information from the Finance tab in the client or student profile.
Download finance data as an Excel or CSV file for review outside iSpeax.
Use financial reports to review collected payments, outstanding balances, payment timing, and older unpaid sessions.
