Create a field within the ledger tab for payment plans being set-up for clients who opt to have regular payment plans in place. I would like to have the ability to allow payment plans to run automatically or have TheraNest payment plan transaction reminders set so my manager can process the payment on the desired date and amount establishing within the payment plan field. If this is already something you have available, please let me know so I can start implementing it in my office, thanks!
Create a field within the ledger tab for payment plans being set-up for clients who opt to have regular payment plans in place. I would like to have the ability to allow payment plans to run automatically or have TheraNest payment plan transaction reminders set so my manager can process the payment on the desired date and amount establishing within the payment plan field. If this is already something you have available, please let me know so I can start implementing it in my office, thanks!