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Shortcut to changing payment status of appointment

Feature Request

Just like we can shortcut to complete an appointment, this would be very useful to have the same feature available for changing the payment statut

Posted by Anthony Guiducci ·
Status: Completed4 comments

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Comments4

  • Cloudia Barr

    Team•

    Jun 22

    Hi Anthony,

    Thank you for this suggestion - would you envision this to be more of a keyboard shortcut, or a button within the Diary interface/something else?

    • Anthony Guiducci

      •

      Jun 22

      I was envisioning when you click on the client, when you go to actions, there is an option to change appointment status to completed, arrived etc. It would be great for payment status to be available here

      • Anthony Guiducci

        •

        Jun 22

        Ultimately allowing me to complete an appointment, and confirm payment without needing to go into the file of the client

        • Cloudia Barr

          Team•

          Jun 25

          Thanks for the feedback - this will be solved with our pending Billing release coming soon. The handling of the Invoices will automatically update payment status, without the necessity of having to manually do this yourself.

          Stay tuned for the new Billing system release - we’d appreciate your feedback on this when it’s ready!