Ideas & Enhancements
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Created on Aug 14, 2023

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Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact invoice/bill and can we also get a download all invoice/bills button in which we can download and email off to client in neos or outlook

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact invoice/bill and can we also get a download all invoice/bills button in which we can download and email off to client in neos or outlook

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