Feature Requests

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.

A way to pull reports on certain items in invoices for tax purposes during a set amount of time.

Provide additional options for invoice due dates. (e.g. "due on service date", due _ days before/after service date" etc.)

It would be nice for the payment plan to be attached to the correlating package so that if the package is deleted so is the payment plan.

It would be great if when we manually enter payment, a receipt was automatically sent to the client, rather than having the added step of sending it separately.

As someone who runs billing at the start of the workday, I'd love the option to have the 'waive fee' option to also issue a credit to the client's account if there is already a paid invoice attached to the appointment.

Please allow due dates to be based on days * Before or After SERVICE DATE. * This seems like a simple change to make, given that the option to select days before or after invoice creation already exists. Please, please make this change. As is, a due date a predetermined number of days before/after invoice creation makes no sense, unless you are only creating the invoices on the day of service.

I collect payment when services are rendered. It would be great if we had the option to have payment be due on the date that the appointment is set so that I don't have to change it every time. I know other practitioners have payment due on the date of the appointment as well so hopefully it would be useful for others.

I'd like to be able to set invoice due dates in relation to appointment date, as opposed to when the invoice was issued. Please let me know if this is a feature that you'd be able to add. It would otherwise be too tedious for me staff to adjust every invoice due date every time. Thank you.