Payment plan linked to invoice
A
Admin Account
Would LOVE to link a payment plan to said invoice. We have many patients who can not afford a plan out right and do financing. They will complete the payment plan but still have an "outstanding" balance that does not go away. When running reports it's a NIGHTMARE to try and figure out what outstanding invoices are truly outstanding or not. There is also not a way to mark an invoice as paid unless you input an amount. The payment and invoicing system could really be improved.
T
Tammy Hulsey
You have to manually add the payment from the payment plan to the outstanding invoice. I make sure I put a note on the payment plan invoice and on the invoice the payment was applied to so I know where the funds went. But, payment plans should automatically apply to the oldest balance. This would be very helpful!