We’ve listened to your suggestions and we're excited to release improvements to our Billing System. In this update we've also included some frequently requested features like text formatting for notes and practice documents, note attachments, and more.
Check out the whole 30 minute webinar, or jump ahead for specific feature info!
01:51 Client Level Control over Automation
15:08 Invoice Date Editing
22:13 New Notes Features - Text Formatting and Attach Documents
25:28 Time of Service Payments
29:28 Insights Report Name Changes