View client flags in batch invoicing
Allow me to view client flags when creating or processing invoices in Batch Invoicing.
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Thrive Solutions commented
This would be super helpful so as to avoid having a million post it notes on my desk about different clients having different client scenarios. Thanks!
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Thrive Solutions Staff commented
This will be super helpful. Certain clients get billed a different way and this will help to avoid millions of post it notes. Thank you!
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Cambria Anderson commented
It would be super helpful to see the tags when going through batch invoicing so we can see if something special is going on with the client.
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Bella Barker commented
Display Client Flags in Batch Invoicing & Batch Payments.
To be able to see the flags in these screens will help when doing batch billing.
While you are at it - add a customize grid option to Batch Invoicing and Batch Processing - and a payer column to batch payments to avoid billing mistakes.
Billing mistakes can cause all practices to lose clients - please make it easier for us to correctly bill.