Skip to main content

Invoice

Feature Requestclient paymentsHigh Prioritypractice management

Would it be possible to have the option of not actually emailing the invoice to the client? Or better yet, just make it visible in their portal? I don’t actually bill anyone (they all pay by card which is processes right away), but I I can’t seem bypass sending it. I do put ‘paid’ in the note now, because it has caused confusion in the past. What they really just want is the superbill, but I have to send an invoice first. Thank you!

Posted by Katerina Philbrick ·
Status: In Progress2 comments

This request was merged into another request

Comments2

  • Peter Kocur

    •

    Apr 27

    Hi @Katerina Philbrick thanks for your feedback!

    We are already working on improvements. With the new updates, we will introduce these changes:
    - 💳 Option to Record external payment, which will automatically turn the invoice status to PAID (visible on the invoice as well, so you won’t need to add it in the note)

    - 📄 All billing documentation will be in the Client Portal - invoices, superbills, statements, and receipts will all be available in Client Portal, and you will be able to set up which document will trigger email notification. E.g., if your clients don’t need invoices, you won’t notify them (but they will still be able to find them in the Client Portal). You can notify them each time a superbill is generated for them. We are also working on improvements here - you will be able to generate a superbill from a session, or automatically based on frequency (weekly, monthly,…)

    Hope this will help - if you have any other suggestions, please share them!

    Thanks!
    Peter

    • Katerina Philbrick

      •

      Apr 27

      Awesome! Thanks!