Automate Invoices
Please automate invoices. We currently have to run report 3560 and click 'save a copy of these statements in the client module' for clients to view their invoice. If client balances were automated as Procentive receives payment from client's insurance this would save companies hours of time every week.
4
votes
Tiara Arradondo
shared this idea
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Alyson C. Zurek commented
Additionally in the statement report #3560 to be able to only print certain clients. NOT ALL OF THEM. I try to reduce the number of statements we mail out each month. I want to be able to select the exact clients who need one.