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.
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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Monica M. Hill, MS, LPC, CDCA commented
Definitely would be helpful to have this added to the Activity Log list.
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victoria Ryan commented
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.
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Heather Scheffler commented
I would love to be able to double check if and when I had sent an invoice/superbill to a client
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Julie McCarter commented
Agreed!
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Gina West commented
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.
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Robin Potter commented
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.
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Debbie Parmerter commented
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.
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Sequence Front Desk commented
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.
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Adam Thompson commented
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.
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Anonymous commented
Is it possible to have a log of when invoices/statements are sent to clients?