Bella Barker
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An error occurred while saving the comment Bella Barker
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An error occurred while saving the comment 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.Bella Barker
supported this idea
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We created a client dynamic form for billing contact notes - meaning to document when we spoke to or attempted to speak to the client in regard to their balance due. It would be helpful if we could have a way to enter a subject to be displayed on the tab instead of just the date & time. We currently have no way to easily and quickly see what it was we contacted them about without clicking into the note. When a client has multiple entries, it gets frustrating clicking in + out.