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Invoices!!!

This includes requests to send secure link for payment at checkout via SMS and/or email.

If patients only pay partial or have issues at checkout it would be nice to be able to send an inovice so we do not lose track of payments needed

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Marisa DuBose shared this idea  ·   ·  Report…  ·  Admin →
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  • Jonathan Dawson commented  ·   ·  Report

    Being able to invoice a client rather than having them purchase a product online.

  • Erin Sevigny commented  ·   ·  Report

    we need invoices as of yesterday! I have a lot of products being sold that I had switched from a platform that it allowed me to do it and I didn't realize this wasn't an option when moving to here!!

  • Dr. Heather Wright commented  ·   ·  Report

    need to autoload remaining balances into future appointment checkout windows too!!!

  • Allie Secor commented  ·   ·  Report

    We NEED Invoicing as an option badly! Especially when we are shipping products to patients whether they be in town or out of town. THIS IS A MUST!

  • Theressa Thomas commented  ·   ·  Report

    I would like to be able to send invoices and have an option to take a deposit on the invoice which would be different from client to client.

  • Vicky Xx commented  ·   ·  Report

    I would love invoices for package and product sales, I see myself constantly using my older system to bill for packages and products specially with afterpay available.

  • Misty Oliver commented  ·   ·  Report

    Send Client Invoices - This would be amazing to invoice clients prior to a big event or appointment to secure their spots if they are new patients and do not currently have a credit card on file with the practice.

  • Ben Stevens commented  ·   ·  Report

    Something like the express booking from MangoMint would be so cool - texts client with a link to add card on file/pay deposit. Automatically cancels the booking if they don't complete it in time.

  • Beret Loncar commented  ·   ·  Report

    We do not need invoices at all...but if you are going to do them PLS consider making them very flexible so we could modify them so that they could be used to generate super bills- we would need to put on npi for biz, provider, and all the codes and lic numbers etc...you can reach out to me if you need more details.

  • Lori Aliksanian, M.D. commented  ·   ·  Report

    Payment links so we can send a client a link to pay an amount discussed on phone or text and ideally then credit that to their account credi

  • Jessica Kueppers commented  ·   ·  Report

    to be able to send via text or email. Your card-on-file rule that only hold it for that location for one appointment if they've used Boulevard at another store is beyond outdated. Same with lack of invoicing-- and at no extra cost. We pay enough for all our add-ons and integrations.

  • Lexie Engel commented  ·   ·  Report

    This would be huge for us! We constantly have a line and it would be nice to have this option!

  • Easton Messick commented  ·   ·  Report

    It would be great to be able to take in monies and then allocate them to products and treatments, then if not paid in full that order stays open and can be flagged or filtered and remaining payment can be taken in order for order to be closed out.

  • Erica Yingling commented  ·   ·  Report

    You can always charge their card on file? I do love this idea though.

  • Ashleigh Hix commented  ·   ·  Report

    When clients late cancel or no show, they tend to block their cards afterwards so we aren't able to charge it.

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