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Add log of when statements/invoices/superbills are emailed to clients

It would be great if there was a record on each client's ledger when the last statement or invoice was sent to them. We need to be able to track dates of when invoices/statements were sent to clients in order to give them a 2nd Notice or 3rd Notice of payment due.

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LeAnne Jansen shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminSarah M (Admin, theranest) responded  · 

The Activity Log will now include a record of when statements, invoices, and superbills are emailed to the client. Check out our release notes for more information!

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  • victoria Ryan commented  ·   ·  Report

    highlighting as suggested would be helpful, but I know I need something to notify me when invoices have or have not been sent to get paid and also avoid duplication.

  • Heather Scheffler commented  ·   ·  Report

    I would love to be able to double check if and when I had sent an invoice/superbill to a client

  • Gina West commented  ·   ·  Report

    It would be extremely beneficial to be able to mark superbills as emailed when sent; so one could easily tell, at a glance, when they've been sent.

  • Robin Potter commented  ·   ·  Report

    I send out superbills to clients in batches and I never know which ones I have sent them before. I would be great if there was a feature that highlighted the ones that have already been sent.

  • Debbie Parmerter commented  ·   ·  Report

    I think it would be extremely helpful to have some way of knowing that I actually sent the invoice to the client. Maybe a "sent date" column or just a check box that it was sent.

  • Sequence Front Desk commented  ·   ·  Report

    We only get a temporary green "flash" box telling us superbill has been sent. Having a cc sent to us 1) doesn't work; and 2) even back when that did work, it required us to archive the cc in our e-mail in folders for each provider. Redundant work! Anyway, if there is some way to permanently record that a superbill for a particular invoice has been e-mailed to the client, that would save us a lot of hassle! And also would be a good random check for management that superbills are being e-mailed out consistently.

  • Adam Thompson commented  ·   ·  Report

    when you click on statements in the client profile it would be nice if it told you when the last statement sent was, so you aren't sending duplicates.

  • Anonymous commented  ·   ·  Report

    Is it possible to have a log of when invoices/statements are sent to clients?

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TheraNest App: Billing & Payments

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