SETTINGS · ALSO ASKED DURING ONBOARDINGSettings
Dropbox Upload Link
Edit income splits and onboarding settings
Paste the upload link supplied by the clinic. You can update it here later.
Default template and invoice workflow
Use Minimal Ledger by default, with alternating ledger rows and a light-grey box around the Annual Collections Split heading and both tiers. Render the supplies description as plain bracketed text on the invoice.
Format all four amount inputs as CAD with comma grouping and two decimals on blur. Use $0.00 as the miscellaneous amount placeholder and List Supplies as the one-line description placeholder. Limit descriptions to 40 characters. Use three equal-width bottom tabs. Gross Collected This Period is required and accepts $0.00 or any greater amount without a business maximum. Treat blank Jane, Payment Processing and Miscellaneous amounts as $0.00 in calculations. Entry collects billing dates, Gross Collected This Period, Jane, Payment Processing, Miscellaneous and its description. Prefill business and recipient details, issue date, invoice ID and split. Keep corrections in the entry form. Preview generates a read-only invoice. EDIT returns to the form with entries intact. Save stores the invoice record and PDF in the app, makes the PDF available to save or share, and automatically uploads that same PDF to the Dropbox destination attached to the account. Show upload status and allow retries without duplicate invoices. Onboarding asks the IC to paste the Dropbox Upload Link provided by the clinic. SETTING allows the IC to update it for future uploads. Verify the production upload method against the actual Dropbox link and test delivery before release.
App specification · Draft 01
INVOICE
Prefill IC and clinic details, service description and terms. Store issue date and period start/end separately. Generate an editable ID from first/last initials or corporate prefix plus period end YYYYMMDD (no separators). Check duplicates per IC and sort by period end.
Show both editable rates and threshold before collections. Per-invoice overrides apply to that invoice. Use adjusted collections since Jan 1, including any opening balance, for the marginal split. Reset Jan 1 and split periods spanning two years. Show prior and updated YTD collections, tier breakdown, numeric Jane, Payment Processing and Miscellaneous Supplies fees. Bold these three labels and amounts plus Gross Collected this period. Show the description as bracketed plain text between the label and amount in the preview and PDF, deductions, applicable GST/HST and registration number, and total CAD due. Display every currency amount with a dollar sign, thousands separators as needed, and exactly two decimal places (for example, $1,234.56). Optional clinic location and report reference without patient details.
Save and submit the invoice, generate the PDF, back up IC data to their authorized account, and automatically deliver the same PDF to the clinic’s per-IC Dropbox destination once configured. Track backup and delivery separately and support retries without duplicates.
HISTORY
Filter by month and year, open and download PDFs, and show annual collections, amounts invoiced and actual payments separately. Record full or partial payments with amounts and dates. Payments count in the calendar year received. Preserve saved calculations and flag later invoices when backdated corrections affect tier allocations.
SETTING
Onboarding saves legal individual or corporate name, optional practising name, mailing address, email, phone, prefix, billing defaults, both IC rates and annual threshold. Derive the company rates. Settings edits update future defaults. Support opening YTD collections and payments with a cutoff date.
Authorize the IC’s iCloud or Google account. Back up invoices, PDFs, payments, balances and settings. Show last backup and allow manual backup, export to phone and self-service restore. Reserve clinic setup for the Dropbox destination supplied later.
Expense order and monthly fee
Calculate orthotics from quantity at $165.00 per pair. The annual threshold is gross total income minus orthotics and commissioned product cost. Use the product-adjusted compensation report amount in the demo and remove separate product entry. Flag exceptions for review and corrected resubmission. Subtract Jane, processing and miscellaneous supplies from the IC share after the split. Jane is $25.00 plus HST and defaults on for the first scheduled period ending in each month, with manual override. Use period history to prevent an accidental second monthly charge in production. Use New Brunswick HST (15%) wherever HST applies. Show Jane and supplies totals including HST. Miscellaneous supplies details are entered before HST in a growing text area.
Open decisions
Confirm the compensation report mapping and whether fees are separately invoiced, GST/HST treatment, and rules for refunds, chargebacks and late collections. Dropbox setup is deferred.