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Christina Jensen

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  1. Automatically send client superbill when credit card is charged

    55 votes

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    13 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Christina Jensen commented  · 

    When I am running a payment it would be nice to have a check box on that same screen to also send out a superbill payment, rather than having to go to the ledger afterwards and sending an email/pushing another button. Even better would be to check in a client's details that they always want a superbill and that that would send out when you run a payment (cc, cash, or check) automatically just as the transaction receipt does when you use a credit card.

    Christina Jensen supported this idea  · 

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