Feature Requests

I would love to be able to click and drag an invoice line to put it in the correct order. Currently if i miss a line, I have to delete lines to be sure my added line is in the correct order by date. Also, I would love to be able to edit an appointment listed in the clients invoice drop down... currently I can edit the price but not the service.

Option for reminders for unpaid invoices sent to be sent via text

It would be really helpful to have an option to easily consolidate any unpaid or past due invoices into one so the client can make a lump sum payment, rather than individual invoices that need to be paid one by one. I've had clients report they are prevented from paying multiple invoices (generally more than 2) at one time because of some arbitrary time limit between payments, I've had it happen as an administrator too. It says something like, "Try again in 5 minutes." A consolidated invoice with one payment could make this easier on me and my clients--hello, ADHD. Moreover, being able to schedule a payment to run automatically on these consolidated invoices would be a huge time-saver. For example, if "Invoice is not marked as paid" by "X date", then "Run default credit card on file" for "Y amount" at "Z time".

On the claims screen under appointments is shows if there has been a payment from insurance and it says paid if a patient has paid their copay, but it doesn't show you the amount paid. It simply shows a $0.00 under client amount. There needs to be a way to track copay payments without having to open every invoice. There should be a way to have it listed on the same screen. The picture shows an example of the patient making a payment for their copay but it showing a $0.00 balance under client amount.

Add option of 1 interval for payment plan in order to do a preplanned payment.

Most clients wont check their email but will check their text messages. Would like to have an option to send the invoice to their phone as a text message.

It would be great if there was a way to see visually on the clients timeline when an invoice has NOT been paid (like a red dot) maybe. Thanks

I would like to be able to name or add additional offline payment methods to help track that outside income, e.g. "Personal Check," "Square payment" "ApplePay" etc.

When we cancel an appointment, your system will ask to generate an invoice. We do not need to generate an invoice because there was no appointment. If we do not generate an invoice, it shows as uninvoice amount and when we generate bulk invoices it will generate an invoice with the amount of the copayment even if the appointment did not happen. It is time-consuming to have to go and cancel the invoices one by one, It is also time-consuming to have to "pay" invoices with zero balance. It seems like an unnecessary step.

Is there a way to send invoices to both parents? I currently only see a way to assign one parent's email to receive an invoice. Thank you.