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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Dec 29, 2022

Add case number to invoices & statements

Allow me to add the case number to a client's invoice or statement.
App Type TheraNest App
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  • Guest
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    Dec 24, 2022
    We see multiple clients through a schools, and we are listing the school as the client, then assigning each case as a client within that school. This is how our funding for services work. Each client is assigned a case number through the school that we use to attach to our statements. You have the function of applying a case number to each case, but it needs to have one more step of allowing that case number to be attached to the invoices and statements.