Being that we use Fusion as our payment processor- patient receipts for copays and account payments are so generic that even our practice name does not populate or the name of the patient, date of service, type of service- anything. So we have to use invoices to get parents more detailed information that their HSA cards requires (otherwise their accounts get locked and we get angry callers). Invoices are acceptable as more detailed statements in most cases but if a parent makes a payment on a fully balanced claim then I am unable to add that to an invoice and have to manually create account statements on company letterhead. This is a daily request we get from parents. Tax time is worse as dozens and dozens of parents need these statements for taxes. This takes a substantial amount of time to create. Please allow fully balanced claims onto invoices.
Not being able to delete invoices with lines or even creating invoices without having to add existing lines ...
Clients want invoices for taxes and insurances purposes and if claims are balanced I'm not able to add them to an invoice so I have to creat them from scratch ..
Hope you can help
Thank u
