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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jul 31, 2024

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Individual service type for group clients

It is very cumbersome to have 1 billing service type for everyone in group. Different clients are billed differently. EG- std pmt is $40, some should be billed $0,some reduced @$20,etc. When invoices are auto generated then we must delete all those that have incorrect billing amt and manually generate invoice for correct service pmt type. This is very common problem anytime the group has members sponsored by differnt entities besides themself.
App Type TheraNest App
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  • Guest
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    |     Jul 31, 2024
    We really need to have the ability for groups to have individuals' service types accurately recorded for invoicing generation. Now only 1 service type per group can be entered for invoice auto generation. . All group clients get the same invoice billed. Individuals in a group should be able to have correct service types for them each. So some may have $0 bill,some $40, some $20 or whatever. As it is, all clients have same bill $ which is incorrect for some in each group. This leads to a LOT of delete invoices, recreate correct invoices,etc..TOO much work for billing staff to handle.