Allow me to view client flags when creating or processing invoices in Batch Invoicing.
App Type
Provider App
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Guest
Oct 13, 2023
This would be super helpful so as to avoid having a million post it notes on my desk about different clients having different client scenarios. Thanks!
Display Client Flags in Batch Invoicing & Batch Payments.
To be able to see the flags in these screens will help when doing batch billing.
While you are at it - add a customize grid option to Batch Invoicing and Batch Processing - and a payer column to batch payments to avoid billing mistakes.
Billing mistakes can cause all practices to lose clients - please make it easier for us to correctly bill.