Feature Requests

We would like to be able to offer AfterPay at checkout on the booking widget for patients to use as a payment option like other clinics and stores.

If we could have the option to see which patients show an "outstanding" balance on the dashboard, or anywhere else. It would be a great way to keep track of patients on a package, and who do payment plans. Please make this a feature!!

Automatically generate itemized bill

Quickbooks integration

If you could please add PNC banking to accept payments for appointments. I currently have to have my practitioners do manual cc entry over the phone for their Telehealth appointments because PracticeQ does not accept PNC banking.

When adding credit balance for a client, it would be great to be able to add a description (e.g. "referral credit 9/27/24)

the number of units is not editable when it is linked to an appointment by design. You'd need to add it as a line item instead so you can edit the number of units. This creates a challenge as we are unable to adjust quantity to reflect number of hours per session. The fee needs to be calculated as a total and inserted. To manually enter service is a hectic job specially when invoice includes many sessions. For insurance and regulatory bodies invoices as such in ontario not accepted as the service price point per hr should be included.

can we have a giftcard option?

I want to be able to sell gift cards online, which clients can then use to book services. Currently, I use Giftup! and sell unique intakeq "coupon codes". this is time consuming and inefficient. is there a better way?

I process payment through square, and square has gift cards with unique pins. I'd like my clients to be able to use those pins to pay for their session. is that a thing?