Feature Requests

Practice would like deposits to occur in the early morning, similar to the schedule with Stripe. "Deposits are now credited after 5 PM ET, unlike the previous early morning schedule. This effectively delays the availability of funds until the next business day. "

Dashboard to view future payouts and to search last four digits of a credit card to view payments or refunds to the patients when invoices have been deleted

When a couple or family would like to use two different payment methods for their monthly membership, there's not a way to do that when set to auto-pay. You currently have to do it manually.

Notify the practice of deposits via email

We've had a couple people inquire about a mobile app that they can monitor and pay their fees through.

Adding a separate "Billing contact" (email) field. About half of our patients have family offices, PA’s or the like to take care of their billing and paying invoices. Today we have to manually download the invoice in PDF and send it to the right person in a email.

Options for better card readers

Batch deposit view makes deposit reporting very confusing and unclear. It looks like refund is applied to the wrong invoice in a batch view.

Request for the ability to only apply credit card fee pass through to new patients, not existing patients and the ability to pass fees through only on charge items and not memberships.

Ability to configure the same data as provided for payments on the Stripe App