This is MASSIVELY important. So much so that you will lose my business if this is not addressed promptly. The ability to reconcile our books is dependent on your software and it is not intuitive enough. For example I had a patient invoice that was created with text to pay on the 13th, they paid on the 13th but not until far after business hours were over. You need to add an option that either allows for sorting by text to pay, or allow us to change the hours of the business so that any payments that come in after are applied to the following day. Sorting by date paid only solves invoices that were paid on a different date, not same day after business hours. Address this quickly.
Ryan T
This is MASSIVELY important. So much so that you will lose my business if this is not addressed promptly. The ability to reconcile our books is dependent on your software and it is not intuitive enough. For example I had a patient invoice that was created with text to pay on the 13th, they paid on the 13th but not until far after business hours were over. You need to add an option that either allows for sorting by text to pay, or allow us to change the hours of the business so that any payments that come in after are applied to the following day. Sorting by date paid only solves invoices that were paid on a different date, not same day after business hours. Address this quickly.