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WELLNESS & THERAPY ERP · MICROERP GUIDE

Billing.
Help & documentation.

Organise invoices, payment schedules, receipts and collection follow-ups.

FinanceInvoicesReceiptsCollections30 screens
01 · GETTING STARTED

Open Billing in four steps.

  1. Sign in to Wellness & Therapy ERP. Use wellness-therapy.easymanagex.com/login with the account your organisation’s administrator created for you.
  2. Choose Billing. Pick it from your Wellness & Therapy ERP workspace, or go straight to wellness-therapy.easymanagex.com/billing/dashboard. The same sign-in opens every MicroERP you have access to.
  3. Start from Billing Home. The left sidebar lists every screen, grouped the way this guide groups them below.
  4. Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
02 · SCREENS

Every screen, by sidebar section.

30 screens in 5 sections. Each link opens the screen in your Wellness & Therapy ERP workspace; you see only what your role allows.

03 · FOR WELLNESS & THERAPY

Why it suits Wellness & Therapy.

Billing is suggested in the Wellness & Therapy ERP workspace because it covers these everyday workflows:

04 · ROLES & ACCESS

What you can see depends on your role.

Billing checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Billing. Your data stays inside your own organisation.

05 · GET HELP

Still stuck?