Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.
On the invoice, when applying payment, the options are limited. I have people using venmo and zelle. Can you add those as payment forms so I dont have to choose "other" and type in the notes box that they paid with venmo or zelle?
Ability to create custom payment types.
If we were able to include notes in a report that identifies payment types we noted when choosing OTHER that would also help. Unfortunately, the OTHER payment type isn't very useful if we can't see which payment type on reports.
For Payment Type, it would be helpful to have an option like "custom" an then you can create your own payment type that would be available to select every time. You currently have credit card, check, etc. I would like to also have: Zelle, Venmo business, PayPal business, etc.
For Payment Type, it would be helpful to have an option like "custom" an then you can create your own payment type that would be available to select every time. You currently have credit card, check, etc. I would like to also have: Zelle, Venmo business, PayPal business, etc.
It would be valuable to be able to add to the drop down box Zelle and PayPal, others may request additional methods of payment to be added. I t would be nice to be able to allow each company to modify their own drop down boxes for several areas. I am virtual and I will only take a credit/debit card or Zelle. Both being able to populate in reports would be appreciated.Thank you!
Manager/clinician should be able to add additional payment method ... in addition to check, cash,debit/credit and other, clinician should be able to add a label for a different payment type
This is an easy fix, Theranest. Simply add a fillable field to your Payment Method drop-down. It'll appear on statements and will eliminate a lot of work-arounds we've had to create to be able to continue to use your platform. Just do it.
The option to add additional/custom payment types so that they reflect the actual type of payment: scholarship, state program (not insurance), Care Credit, etc
this would be beneficial for financial reporting as you could tell where your monies are coming from
It would also be awesome if I could email an invoice directly from the system to an authorized third party payer. That way I wouldn't have to download them, store them, attach them to email, and then send them out.
It would be nice to be able to identify each type of payment. Like a personal card or HSA card. Also a function that allows us to set up which card to charge first at all times. Sometime we have clients with multiple cards, but when we go into charge, we have to go back to billing notes to figure out which card should be used. Its a lot of going back and forth through multiple pages on theranest.
Currently there are two invoice options - Client Pay and Insurance Pay. We do a lot of work that is paid through community and government agencies that do not fall into either of these categories. Could there be a third option for Other Pay?
We are a non-profit that has many clients assisted in paying for the program via grants, scholorships, or service exchange hours. It would be very helpful when doing weekly invoicing if i could add various grants, scholorships, service exchange hours to the already cash, check, charge. Please!
