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1. Display client credit on clients list

   60 votes

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   23 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Ginger Chaloult supported this idea  ·  Sep 26, 2023

2. View when invoices, superbills, and statements were sent from client ledger

   34 votes

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   17 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
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   Ginger Chaloult commented  ·  Nov 1, 2022  ·  Delete…

   Add a 'Shared' or 'Email' to the invoice like it does when it is 'Awaiting Submission' or 'In Process' to show that a Superbill, One Time Payment Link, or and Invoice has been send to the client, and have the date and time automatically populate in the footnote of the invoices.

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   Ginger Chaloult supported this idea  ·  Nov 1, 2022

3. Mark payouts as "paid" in the payroll data export

   8 votes

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   2 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
   Ginger Chaloult supported this idea  ·  Oct 31, 2022