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Alice Jannini

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  1. Apply payments/write-offs for archived clients

    12 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Alice Jannini commented  · 

    I was thinking it would be very helpful to have a second inactive list. I have a few clients who are inactive due to no appointments scheduled, but I am working on obtaining insurance payments or their payment. If I put them on inactive, then I lose the ability to message them and also they lose the ability to pay via credit card. I am paying for 40 client which is my maximum, I don't want to go to 50 just to have 10 of those clients being ones that owe me money. I was thinking I could have a inactive list, meaning all bills are paid and no appointments are made and then a waiting on ending billing list and then my active list. Not sure if this makes sense, but I also think this list may help with people who have over 50 clients.

    Alice Jannini supported this idea  · 

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