Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled
As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...
It would be nice to have more granular control over what details are included in Batch Statements, similar to the "customize grid" feature when generating Statements from the client's ledger.
Separate insurance credit from client credit in client ledger
It would be helpful to have an insurance credit option along with the clients credit. Currently if there is an insurance credit it goes under clients credit which throws therapist off thinking client has a credit when its actually an insurance cre...
I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please ...
In Batch Invoicing when Processing Existing Invoices, allow me to select multiple invoices and delete them so I don't have to go into each client's ledger separately.
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Future consideration
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Future consideration
