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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Mar 11, 2019

RELATED IDEAS

Options for Automated Reminders to Clients to Pay Invoices

I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I have to spend additional time checking to see who hasn't paid and then send them follow up reminders.
App Type TheraNest App
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  • Laura Ely
    Reply
    |     Feb 4, 2021
    I would love this, too, especially if I could choose which clients will get reminders, choose whether or not to give them a pay by date, and choose that date myself. I'd also love if I could get a reminder to charge a client's card--if I could use TheraNest to keep track of who wants me to charge their card for them, so that I can go ahead an do that if I forget to double check with them at the end of the session.
  • Guest
    Reply
    |     Jul 11, 2019
    Yes! Or even a reminder of how to go to the portal to pay the invoice when sent.