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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Sep 22, 2020

Add multiple clients to one invoice or statement

As a private practice therapist, I have contracted with another agency to provide services to some of their clients. I use their system for note-writing, but do put those clients on my TheraNest calendar. Allow me to create an invoice that includes all the clients, so I can send just one invoice or statement to the agency.
App Type TheraNest App
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1 MERGED

Make it possible for there to be sub clients.

Merged
It would be so helpful to be able to send one invoice for multiple clients. I have one facility that I bill for 6 different clients and I have to treat them all as individual clients. It would be ideal to have them all bundled together for billing...
Guest 6 months ago in Billing & Payments 0 Future consideration