Feature Requests

I'd like to pass along a 3% credit card fee to clients who opt to pay this route.

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.

Ability to bulk select invoices from "lists" and bill many at once instead of selecting each individual invoice and billing it one at a time.

Can there be an added column in the invoice to discount a product/service for clients who receive several products/services in their visit? A frequent occurrence we are seeing is that there is only the option to change the price of the product to reflect the discount or to discount the invoice overall. I think it would be a good idea to have a separate column to discount each product in addition to keeping the section to discount the overall invoice.

Is there a way to look at the week ahead and create a report for "expected" income for each provider (based on visits that are scheduled?)

Hello, I would like to create services that can be charged in US dollars without needing to change the default currency in my account. Since most of my clients are based in Canada, I want to keep CAD as the default currency. However, I have clients abroad and would like to charge them in USD, as well. Thank you!

Allow for bank style membership to show a monthly credit building up into the client's account

When an invoice is generated (and the related email is received verifying the credit card payment has been processed), only the parent name/credit card holder name appears on the email showing the payment has been received. We have many families that have more than one family member coming for services, so when the invoice payment email is received they all have the same name on them...regardless of which patient that invoice was for. It would be more efficient for our group practice if the client's name was also on the invoice so we did not have to take the separate step of opening that invoice to view which patient the payment is for.

Please create an option to mark and invoice balance as "written off" and include these amounts in the income report as invoices that were written off. This would differ from the "write off" amounts associated with claims (i.e., those that represent the difference b/w what we bill and our contracted rates). These would be amounts that the client is supposed to pay but which we cannot or choose not to collect for a variety of reasons. These amounts are typical eligible for us to write off on taxes, which is different than the other "write off" amounts that we see in the claim/payments lists.

Customized invoice template for each location