Feature Requests

Would like a function to export invoices in bulk. For example, when our customer is asking for 20 copy invoices (various practices, and dentists), we would like to be able to copy the list and paste it into Greatlab and that generates all the copies as requested.

Need the ability to send payment reminders to clients.

Currently, when an invoice discount is applied, the discount only appears in the invoice totals section. The line items themselves continue to show their full price and DISC% = 0%. This can create confusion for both lab staff and clients because it is not clear which item(s) received the discount. Example: * Implant Package: $439.00 * DISC%: 0% * Invoice Discount: -$439.00 * Total Due: $0.00 From the invoice, it appears that no discount was applied to the item, even though the entire case was discounted. Feature Request: Provide a way to display discounts at the line-item level on invoices, either as: * Discount % * Discount $ * Adjusted line-item total This would improve invoice transparency, reduce billing questions, and make it easier to communicate courtesy cases, remakes, promotional discounts, and special pricing adjustments to clients. Thank you for considering this enhancement.

It would be nice if you could also see any credit notes inside the invoices of a case. Where you can see all the invoices for that case, it would also show any credits that were applied to that case.

Can we have the ability to set payment terms by practice/practice group? If we work with a large dental organisation there is need to set our non-standard payment terms and needs to be show on the invoice date so that it is not overdue if within the contracted terms for that customer.

Add the option to mark a refund as "Reallocated" so that the funds can be applied against a different client in the same practice. This is often requested rather than a refund and we currently have no mechanism to do so. The drop down is helpful for tracking - the ability to do so in the system would be even better to replicate the overpayment process but for any client in the practice.

Need for receipts to default to Billing Email vs Primary or the ability to override the email.

Need the ability to send a payment receipt to clients, describing what source the payment was and what invoices it was applied to. I can't find a way to do that currently.

Making a Credit Type payment trough the Client's Financials wouldn't allow to leave a note or Internal. We need the ability to leave a note there.

There is no credit description on the statement. As it is now, it just shows a credit was given. No information for who or why unless you go INTO the credit.