Payments default view
Hello,
I was wondering if you could add the option to have a default setting under the "Invoice & Payment Summary" for the current days collections instead of the cumulative total of processed payments. My staff reviews this information at the end of every day to match it with our practice management system. It would be easier for them and more comfortable for me as the business owner for them to have just the days collections viewable. Thank you!
1
vote
Justin Burgerson
shared this idea
We directly incorporated this feedback into our latest design for the admin portal (which is now live for everyone). Thank you for the valuable feedback!