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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jan 7, 2021

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 payment history/invoices (included date range also).
App Type TheraNest App
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  • Guest
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    May 4, 2022
    OR being able to use other credit card systems as they don't tell you you have to have a certain credit score to qualify