Feature Requests

Add way to provide quotes that add up numbers for surgery quotes that can be converted and/or issued as invoices. We provide multiple quote options

It would be nice to be able to send an Estimate for surgery prior to converting the estimate to an invoice if the patient decides to schedule surgery. In my practice, I provide a quote for surgery during the initial consultation, based on their specific, individualized needs. Thank you for considering!

Ability run a single charge and apply it to multiple dates. Multiple charges = more fees! Same for issuing refunds.

We received bulk payments from organizations and have to manually mark invoices as paid. Hundreds per month. Being able to mark several invoices as paid with a few clicks would be very appreciated.

A calendar for admins so that we can track when we need to manually charge a client.

It would be incredible if when picking a product or service during the creation of the invoice, the date would auto populate. We need to know when things are sold for tracking purposes of course, but it's a bit silly that we have to add the date to every single item. It should be changeable of course (to back date a purchase etc), but should automatically add the date of the day of invoice creation.

Can the invoice reminder to be texted as an option?

Please connect to chat GPT or some sort of plug in for a get