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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jul 8, 2021

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One line item on invoices for similar services

If I create an invoice that includes similar services, bundle them onto one line item and display the quantity with the total amount. For example, if the invoice includes two billable phone consults, include both on the same line with the quantity (2) and the total billed amount.
App Type TheraNest App
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  • Guest
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    |     Jul 8, 2021
    Hello, I would like to suggest an option for each client to be billed "in-house" based on the services they receive from each assigned therapist, like an Excel spreadsheet formula. For instance: if talking on the phone is billable at $20 per occurrence and a therapist does that 2 times in a month, is there a way to have an invoice in the "client details" area that can do the math to have the amount for the 2 sessions = $40 in a final amount location? (The same would apply for additional lines for different service types). Also, Can there be an option for a total at the bottom of the form? I have attached an example invoice that demonstrates the request.