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Forms & Certificates: Itemized (detailed) statements

Add an option to print or email a detailed statement which would include all invoices including products and services with payments that were applied to each invoice. 

  • Guest
  • Oct 24 2018
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  • Guest commented
    15 Jun 04:29

    we have complaints regularly about statement format not easy to read and not being able to sent to multiple people

  • Guest commented
    October 12, 2022 19:23

    Yes, itemized invoices on statements. We spend way to much time answering calls and emails from organizations who want to know who (patient) and what the statement is for, and what the itemized breakdown is per patient.

  • Guest commented
    August 11, 2022 14:04

    We have gotten numerous complaints from clients regarding the statements. The way payments show is very confusing to clients. Itemization of invoices on the statement would also cut down on a lot of confusion.

  • Guest commented
    March 29, 2022 20:22

    We have gotten many comments about how crowded/diffiuclt to read statements are (e.g thinking they are being charged twice for tax), especially when they are e-mailed to them. We were atempting to code our own invoice without the discount and tax columbs and jsut leaving it on the bottom summary. unfortunately that is not working well.

  • Guest commented
    November 15, 2021 20:19

    Clients frequently make partial payments, or pay more than total and would like to leave credit on account; or have multiple invoices due to multiple patients or multiple transactions. Neo makes these invoices/statements for these transactions very difficult to read.