Feature Requests

Send an invoice reminder via SMS

This would be beneficial to see which patients have a credit on their account and why (for example a date and which invoice is connected to the credit.

Please make it possible to set different auto-charge times based on the service. Some services we need to be able to charge the day before.

The ability to categorize items and have them displayed on invoices and and reports/statements would be extremely helpful. This allows us (and patients) to get a breakdown of what they've spent on consults vs supplements vs tests etc - patients often require this for tax purposes and we need it for proper bookkeeping.

Need to be able to AUTOMATICALLY bill for last minute cancellations. It needs to be a requirement for clients to input their credit card information when they book.

It would be helpful to receive notifications if an invoice is unpaid and to continue receiving notifications until the invoice is paid or the matter is resolved in some other manner.

Could you make it so the color changes after you bill a patient? So you can easily see who needs to be billed? OR even if patients could have different colors for eval/treat or if they use different payment processors? Thanks

I realize that we are in a technology era. However, a large portion of my patients are silent generation (born 1925 to 1945) and baby boomers who do not use technology. Can we please have an invoice that can be exported to a PDF for sending via a mail service? The current invoice has the patient's address ("Bill to" address) on a single line instead of street address on one line and city, state/province postal code on a second line. Every PDF must be hand modified to correct the formatting of the address.