Email Other - third party


#1

Im unsure if clients invoices have been emailed to a third party.
Would be handy to have a flag on the account tab that highlights to us that it has been emailed to another party.


#2

Hi there!

I’ve moved this to the Feature Requests category, just FYI!

Does the “Communications” log help with this at all? Within every client’s account, you can see a record of any outgoing messages, whether they’re emailed invoices, SMS messages, letters, or appointment reminders:

Or are you looking to see something more visible on the invoice itself to denote that this particular one has been sent to the third party?

Cheers,

Emily


#3

Thanks Emily this is helpful.
Yes I was looking for something more visible either on the email or cliniko booking page to show it has been sent.
Fiona


#4

Got it! Thanks for clarifying that, Fiona! :grinning: