Payment Plans for Invoices
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Sarah Gibson
Yes please. I put a patient on a payment plan for an existing balance, and now everything looks a mess because the payments don't subtract from the invoiced balance but instead creates new invoices with new charges.
Veronika Bebjak
Merged in a post:
Uninvoiced appointment when using payment plans
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Sonia Lucas
All of my patients on a monthly payment plan (ex. one or two visits per month auto charge) have very large uninvoiced amounts on the "invoice" page because there is no way to link the appointments to the payment plan like you can with a package. Would love to see this functionality so that I can truly tell if there is something that hasn't been paid for.
Veronika Bebjak
Merged in a post:
Apply payment plan to appointments
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Ace Devlin
I would like to be able to apply a payment plan to individual appointment dates without making a package.
Veronika Bebjak
Merged in a post:
create a payment plan on a partially paid invoice.
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Tim Varghese
There are instances where we need to create a payment plan on a partially paid invoice. Can you please make this a feature request?
Veronika Bebjak
Merged in a post:
Payment Plan Payments - should be able to be connected to a specific invoice or invoices.
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Olivia Leach
If a client wants to set up a payment plan, we as the administrators should be able to attach a payment plan to a specific invoice to bring down that client's balance for the invoice.
Veronika Bebjak
Merged in a post:
Tie Payment Plan to invoice
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William Schroeder LPC
We do psychological assessments and they are expensive. It would be helpful to tie a payment plan to an invoice so it can reflect the amount paid.
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Jeremy Ponds
Yep, like that concept - expand the ability of the payment plan to capture all the outstanding balances and apply until paid off