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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Apr 16, 2019

Allow payment plans for invoices & statements

As a self-pay provider, I often provide payment plans for larger bills (e.g. if a bill is $1000). Allow me the option to include information about a payment plan when sending invoices or statements to clients.
App Type TheraNest App
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  • Guest
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    Mar 19, 2023
    It would be great if I could customize the statements being sent to clients. I'd like to add in a custom payment amount due under the client balance amount for clients that have a payment pan. I would also like to add in a payment due by date.