Billing & Payments

It's annoying to have to process a payment to add a credit card to someone's database.

My understanding is that now when I accept a payment and apply it to an invoice, the client is automatically emailed a receipt of that payment. However, I do not get any notification that it has happened. It would be great to have the little confi...

Often co-insurance is a percentage, not a dollar amount. For example one person may have 80/20 co-insurance (meaning insurance pays 80% and they pay 20%) and someone else with the same insurance may have 90/10 or 70/30. Being that different servic...

As a TN user who charges CCs through TheraNest/Vantage, I want to be alerted if a credit/debit card payment method will not actually charge the client's card, so that I'm not confused that my client's card was not charged.

The banners that appear after you've created an invoice from the agenda that say "invoice saved' block the buttons you need to advance to the next screen until the banner disappears. Move the banners to a location onscreen where they don't block b...

some cases require the identification of a different payer/party responsible for claim, let's say a work related or car accident related claim, and currently there is not way to manage that in an electronic way, please add this feature

See all the stages a claim has been through as well as read any claim notes.