Billing Preferences
Lock finalized invoices at midnight after X days.
Default Take Deposit to the High Estimate amount.
Disable the Finalize button on an invoice if items with no provider are selected.
Merge duplicate items on a PDF Invoice.
Hide the Email to Pay and Text to Pay buttons.
Prompt to send email verification to a client on invoice finalization.
Disable split patient invoices.
Display the donation field on checkout.
Display a tip field on checkout.
Add an Issue Credit button when viewing a patient invoice.
Notifications are sent to the Order/Estimate providers and the user who sends the text when a client pays using Text to Pay.
Add buttons to the estimate page to send a link for consent and deposit.
Hide items with zero quantity on the printed invoice PDF.
Enable the end-of-day cash bank feature:
Enable the ability to mark invoices as uncollectible after X days.
Enable rounding down of cash invoices.
Require discount reasons for line-item level manual discounts on invoices.
Print receipt for CardConnect terminals on every charge.
Additional Legal Text for Estimate Consent Form.