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Joyce Hefner

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  1. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Joyce Hefner supported this idea  · 

  2. Automatically create and send invoices

    72 votes

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    12 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Joyce Hefner commented  · 

    To add to that, I would like the Batch Invoicing feature to only pull from kept appointments. I have to look at each client for our billing week and delete the appointments that were not kept. Or, allow us to choose a filter for this.

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