WebPT Ideas and Discovery

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Online receipt that includes assigned dates of service

When we receive an online payment - we are able to create receipts with the total amount but no details on which dates of service (dos) the money was assigned to. If we key in a CC payment and assign at the same time - the receipt has the total and the multiple DOS it was assigned towards. Once online receipts are assigned I can send individual receipt for each DOS but then a client has multiple receipts (however many DOS it was applied to) for 1 payment. It would be nice to create a receipt from the enter payment - assign payments page without entering a new payment (the receipt only pops up on that page if entering a new payment)

  • Guest
  • Mar 22 2023
  • Future Consideration
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