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Billing & Payments

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Add payment link to invoices & statements

Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Lisa Briggs about 1 month ago in Billing & Payments 0 Future consideration

Display client's secondary insurer copay in the client's details and ledger

If a Client has a Secondary Insurer, display the Secondary Insurer copay along with the Primary Insurer copay on the Client Details page and within the Client's Ledger.
Tiffany Cornilsen 2 months ago in Billing & Payments 0 Future consideration
292 VOTE

Partial refunds of credit card transactions

Allow me to apply a partial refund of a credit card transaction. In instances of overpayments, we only need to refund a portion.
Guest over 6 years ago in Billing & Payments 52 Future consideration

Make scroll bar visible on claim tabs

Ensure the scroll bar is always visible within any of the claim tabs, so you can easily navigate through information without needing to scroll back to the top or bottom of the page. This allows quick access to all columns, even those that may not ...
Guest about 2 months ago in Billing & Payments 0 Future consideration
241 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...
Guest over 8 years ago in Billing & Payments 50 Future consideration
188 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
Guest about 7 years ago in Billing & Payments 22 Future consideration
205 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
Guest almost 8 years ago in Billing & Payments 54 Future consideration

Hold client communication until resume of business hours

Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Cindy Hooper 15 days ago in Billing & Payments 0 Future consideration
169 VOTE

Accept ACH payments from clients

In addition to the credit card options for payments, allow my clients to make payments using ACH.
Guest about 8 years ago in Billing & Payments 20 Future consideration
140 VOTE

Apply batch write-offs to remaining balances due across different client ledgers

Add new feature that allows me to apply multiple write-offs in bulk to remaining balances due from a single page, instead of having to apply each one to individual invoices from separate ledgers. This would let me apply a batch of client or insura...
Marla Deibler about 7 years ago in Billing & Payments 17 Future consideration