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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Apr 24, 2018

Accept payment when editing an invoice

Allow me to apply a payment when editing the invoice so I don't have to go back to the Ledger.
App Type TheraNest App
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  • Guest
    Reply
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    Nov 30, 2021
    now that saving the invoice leaves you on the invoice page, can we add an accept payment button there. I have had to add more "clicks" to my work with this "improvement".
  • Guest
    Reply
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    Aug 25, 2018
    When there is an outstanding balance in a client's account, 1) automatically send an invoice and 2) in that invoice, add a "pay now" button