Gross deposits has been taken away, but I'd like to have this option available. I prefer one deposit that shows my income, and then a withdrawal to show my expenses.
Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.
Add the ability to mark multiple invoice adjustments as paid all at the same time AND have them enter automatic write-offs on the invoice when they are marked paid.
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
Add column for staff to Payments and Payment Methods report
I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement...
Guest
over 8 years ago
in Reporting
7
Future consideration
When viewing a client's chart/information, allow me a place to write notes so that I can communicate with my staff about important information related to the client.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
7
Future consideration
