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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Dec 21, 2022

Filter by one or more appointment statuses under batch invoicing

Allow me to show/hide invoices that are linked to no-shows, rescheduled, and canceled appointments when using the batch invoicing feature. I may want to hide them all or only hide cancellations.
App Type TheraNest App
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  • Guest
    Reply
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    Jan 26, 2024
    I would like to be able to include late cancelations and no-shows for the batch invoicing but currently it lumps in all cancelations which makes it cumbersome to sort through. Please add this feature
  • Andrea Mills
    Reply
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    Jul 19, 2022
    When creating invoices, create ability to include or not include rescheduled, cancelled OR no-show sessions ; a separate check box for each.
  • Guest
    Reply
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    Mar 1, 2021
    I would love a way to filter appointment types when batch invoicing. Specifically, I would like to be able to charge for Late Cancel and No Show Appointments and NOT Client Cancel ones. Right now, when I hide cancellations, all types of cancelled appointments disappear. I love the feature of allowing my counselors to mark appointments as cancelled for their records, but I don't want them sessions to be charged for or missed... As it stands now, I either accidentally charge for them or miss them. THanks