Improvement: Ability to add ad-hoc comments to Aged Debtors workflow

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Akiko Nakano

• November 22, 2017 06:24

Hi team

There is no place I can add information about the invoice. 

We sometimes have to find out the outstanding balance is really outstanding balance or not. Before chasing up we need to follow things and add information.

If we can add notes under invoice it will be great with name of the user and date.

 

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  Permanently deleted user

  • November 23, 2017 04:12

  Hi Akiko,

  Thanks for making a contribution to the Community! We currently have an area where you can add a description to an invoice; I will attach a screenshot below.
  

  
  
  

  This allows you to add information to make it easier when following up with accounts. Is this the type of thing that you were referring to? Please let us know!

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  Akiko Nakano

  • November 23, 2017 05:05

  Thanks, Angelo.

  If you could function which we can add several comments which shows user and date, it would be great!

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  Permanently deleted user

  • November 27, 2017 05:13

  Hi Akiko,

  Thanks for clarifying what you meant! I can see that sometimes you might need to add a one-off comment, and it would be useful in continuing to track patient accounts. I'll go ahead and pass your suggestion on to the development team to see if we can implement something like this.

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