Update a session's service, location, status, or payment information from the Finance tab in the client or student profile.

Find the session finance row

1. Open Profiles and choose the client or student.
2. Select Finance.
3. Use the date, session-status, or payment filters to narrow the table when needed.
4. Find the session you want to update.

The table includes Client(s), Date, Service, Location, Duration, Amount, Status, and Payment.

Update the finance information

1. In the session row, select the field you need to change.
2. Choose a Service or Location if either needs to change.
3. Change the session Status or Payment status when needed.

Saved and Session finances updated show that iSpeax recorded the change. Changing the service can also change the session amount.

Important: Check the client or student name and session date before editing financial information. A saved change can affect the profile totals. Review any related reports, invoices, claims, or accounting records your organization uses.

Review the updated totals

After saving, review the summary cards for:

• Paid to Date
• Outstanding
• Projected Revenue
• Waived
• Total sessions

The summary cards can change after a finance update. Their calculation rules are not shown on this page.

Export or filter finance records

The Finance page includes filters for date range, session status, and payment status. It also includes CSV and Excel export controls.

Only export financial information that you are allowed to store or share. See Export practice finance data before downloading a file.