Billing alerts
Allow me to turn on alerts for certain billing items/tasks so we can be notified if a client's credit card has expired, if there's a certain balance owed, if their deductible has been met, etc.
10
votes
Tami Allen
shared this idea
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Alex Gomez commented
Especially would love ongoing alerts to send invoices to clients, or after you’ve sent an initial invoice, for theranest to send the invoice again automatically, every few days, or weekly if the client does not pay the invoice within a week.
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David Michiels
commented
This helps in today's world where we do telehealth with some clients and in-person with others. As well as when therapists have multiple locations.