Auto generate invoices for multiple appointments


#1

I bill my patients at the end of each month for that month. Can we please have a way to generate automatically invoices for multiple appointments? For example, when we hit "arrived’, that appointment could automatically be put on a list of attended/billable hours. We could then go to that list and tick the hours for that month’s (or whatever time period) invoice and have the invoice automatically generated.

I like the account statement function, but as I understand it, it requires that I generate an invoice for each appointment, which is time consuming and seems unnecessary if one bills monthly. It would be great to have a more streamlined option that doesn’t require generating an invoice after each appointment.

Is there any chance you might implement something like this?


#2

I would like this feature too, for billing insurance intermediaries who want the invoice before paying up for a whole authorised number of sessions.


#3

Hi again,

This is becoming an issue for me since I bill monthly and the current way of doing this is time consuming.

Could we please get a response if there you have any plans to chance the current system? As mentioned above, I would ideally like:

  1. When I mark a client as having attended a session this would automatically end up on a list of unbilled sessions for that client.
  2. At the end of the month, I go to that list, tick the sessions that I want included on the invoice for that month and then press ‘generate invoice’.

Another, perhaps simpler, way would be if there was an option to automatically generate an invoice when marking attendance. That way I at least wouldn’t have to create an invoice for each individual session and I could use the statement function at the end of the month.

Might either of those options be possible?

Thanks,