Feedback and suggestions
28 results found
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Would like a discount or credit to be automatically applied to a customer when their current bill reaches a set level
Not early payment discount
1 vote -
writing in private message
when you write something in the private message box could the 'enter' key please be reinstated as a way of clicking 'ok'
1 vote -
Would like a report to show all jobs for tagged customers, showing surgeon, patient and full job details
It would be similar to the Jobs by Reference list, but instead of using a reference, allow me to select a customer tag. All jobs should be listed for those customers, showing job state, surgeon name and ID, patient name and full job details (such as in the detailed reports)
1 vote -
1 vote
This could be more quickly supported by adding an optional filter to the Report parameters ‘Customer TAG’.
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"Deliver to" Box when raising an invoice, can accidently be left blank.
This results in a conflict of reports. Whilst the invoice exists on the Individuals Statement, it does exist on the Practice Statement.
Could this box be set so you always have to enter an address, or so it asks if you are sure you want to leave it blank. I know this is my fault typing so fast and clearing this box in error, but its resulted in a few messy account issues now.1 vote -
1 vote
under review for a future update
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Want to list active jobs by practice
Not just booked out completed jobs, so practice summary invoice not suitable
1 voteplease see question in comment
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Summary Invoice Jobs easier to view
Monthly Summary Invoices, provide a lot of info and we are thinking of issuing these, instead of/with statements. Whilst the amount of transactions per page is ideal, could each case be devided by a LINE, so its easier for the customer to see each one at a glance
1 vote
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