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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jan 11, 2024

Search by more than one client when creating new invoices

When working under Batch Invoicing → Create New Invoices, allow me to search by more than one client.
App Type TheraNest App
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  • Guest
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    Jan 9, 2024
    We'd like a way to overcome the 10-item batch invoicing limitation. We need to search for couples and families, for example, who may have been seen by the same therapist at the same time. The batch invoice causes us to make duplicate invoices for couples and families. Due to the 10-item limit, we are unable to filter them. For example, if a client named Smith is seen with the client Addams, there is no way to see that on an alphabetized list of 10 or fewer invoices.