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Sandra Jordan

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  1. Invoice Split Payment Terms - custom

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    2 comments  ·  Financials » Invoices  ·  Admin →
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    Sandra Jordan commented  · 

    This update is crucial for us when required to turn in invoices with proof of deductible on our invoices. As of now, We are having to find out what percentage of the deductible is out of the invoice total. The decimal points are never accurate, and we're always a couple of points off because the system only allows for two decimal places. Aside from this being inaccurate, it is very time consuming.

    We end up having to write up the break down of the payments in the special instructions section, and the insurance companies 9 times out of 10 always ask us to make a new invoice with the deductible payment shown separately.

    Custom payment instead of percentages in the split terms section would fix all of these issues for us.

    Sandra Jordan supported this idea  · 

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