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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Manage your professional practice efficiently with Psylio. Take notes, manage your finances and schedule appointments all in one place. Psylio is your daily ally. It allows you manage your schedule, files, and invoicing in a safe manner, while complying with professional orders. Documentation simplified : Create your progress notes on a user-friendly platform with customizable templates. You can access your notes from anywhere, anytime with the automatic cloud backup. Appointment scheduling: Simplify scheduling with online booking and a calendar integrated to view and plan out your week. Automatic email confirmations of appointments reduce no-shows. Financial management: Create and send invoices to clients and track payments so that billing is quick and easy. Manage your income and expenditures for accurate accounting and enhance your financial manager with customized reports.

Description

By linking to your payment method, we seamlessly generate invoices for your services or products. Our intelligent automation caters to both producers and co-producers, allowing invoices to be formatted in a way that suits both you and your accountant, whether through the primary producer for buyers or distributed amongst co-producers. If your online business is eligible for any tax benefits, your eNotas can produce two types of invoices for every transaction: a service note (NFSe) and a product note (NFe). Simply set the tax percentage in accordance with your accountant’s advice, who will manage the remainder of the process. Integrating your payment system is a breeze; with just a few clicks, you can ensure that every sale is recorded in your eNotas automatically. We can connect to your chosen payment method and inquire about the timing of automatic note issuance, whether during collection, payment, or guarantee stages. At the appropriate time, we will submit the notes to the relevant city or state system and automatically send them to your customers. This way, you can concentrate on growing your business while we handle the invoicing details.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Eadbox No 
Eduzz No 
Eventbrite No 
Hotmart No 
Iugu No 
Monetizze No 
PagSeguro No 
Pagar.me No 
PayPal No 
Shopify No 
Stripe No 
WhatsApp No 
WooCommerce No 

Integrations

Eadbox Yes 
Eduzz Yes 
Eventbrite Yes 
Hotmart Yes 
Iugu Yes 
Monetizze Yes 
PagSeguro Yes 
Pagar.me Yes 
PayPal Yes 
Shopify Yes 
Stripe Yes 
WhatsApp Yes 
WooCommerce Yes 

Pricing Details

29,95$CAD
We offer adapted rates for clinics, educational organizations and non-profit organizations. Contact us for more information.
Free Trial No 
Free Version Yes 

Pricing Details

$246.62 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Optania

Founded

2009

Country

Canada

Website

www.psylio.com

Vendor Details

Company Name

eNotas

Founded

2011

Country

Brazil

Website

enotas.com.br/

Product Features

Medical Practice Management

Claims Management Yes 
E-Prescribing No 
EMR / EHR Yes 
HIPAA Compliant No 
Insurance Eligibility Verification No 
Inventory Management No 
Multi-Office No 
Multi-Physician No 
Patient Billing Yes 
Patient Portal Yes 
Patient Records Yes 
Patient Registration Yes 
Patient Scheduling Yes 
Physician Scheduling No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

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