Feature Requests

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Option not to show past payments on invoices

Invoices are confusing when you choose to show the Trust funds and it then defaults to also showing past payments. We don't need to show past payments, just the current invoice amount and any funds in Trust.

  • Guest
  • Jun 13 2024
Feature Request
How often would you use this request?

Monthly. Currently I have to download almost all of our invoices to a pdf and manually edit to remove the past payments, and it takes a lot of time. Other software programs like PracticePanther give you the option.

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