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Billing & Payments

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Make "save & accept payment" a separate button

When saving an invoice, make the "save & accept payment" a separate button rather than just nestled under the "save" button so I can move through invoices faster.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Make tooltip clearer on invoice about rate vs. amount

When creating an invoice, make the tooltip clearer about the difference between the "rate" field and the "amount" field.
Guest about 3 years ago in Billing & Payments 0 Future consideration

Add organization email to invoices

Allow me to include my organization's email on invoices.
Guest over 3 years ago in Billing & Payments 2 Future consideration

One line item on invoices for similar services

If I create an invoice that includes similar services, bundle them onto one line item and display the quantity with the total amount. For example, if the invoice includes two billable phone consults, include both on the same line with the quantity...
Guest over 3 years ago in Billing & Payments 1 Future consideration

Add appointment location to superbills

When printing the superbill, include the location of the appointment(s).
Guest over 3 years ago in Billing & Payments 0 Future consideration

Specify Balance Responsibility on Invoice Aging Report

When printing an invoice aging report would like to be able to specify balances by insurance or self balances, and specify Unarchived or Archived or both.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Manually upload multiple ERA Files (manual remit)

Under the ERA Received tab, allow me to select multiple files when I click the Manually Upload Files button rather than having to upload them one by one.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Make "client" or "insurance" selection more obvious when accepting payment

When accepting a payment from the client's ledger, make the selection of client payment or insurance payment more obvious. It's easy to miss and I sometimes end up charging the client because that's the default.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Coverage Inactive status

once you update the insurance prayer as inactive it should indicate on the client's side menu that the coverage is inactive. Currently it still shows it as appearing active, so there is no indicator that the status has changed. You have to go into...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Batch Statements: Add a filter to allow to sort by Archived clients vs. active clients.

Add a filter to batch statements to allow to sort by Archived clients vs. active clients. When printing invoices it would be great to have the option to batch print those clients who are archived vs. those who are still active.
Guest almost 4 years ago in Billing & Payments 0 Future consideration