Search found 4 matches

by Toni DeFazio
Fri Jul 26, 2019 7:58 am
Forum: Main Forum
Topic: Client request
Replies: 1
Views: 2946

Client request

I have been told that we can make suggestions to the OD team on adding any changes to program system but I do not know where to do this. I have a office that wants the 'finance' or 'interest' to be charged per invoice date not on the total balance due, so that each invoice will have a finance charge...
by Toni DeFazio
Mon Sep 18, 2017 12:01 pm
Forum: Main Forum
Topic: Messaging Icon Synch
Replies: 9
Views: 15864

Re: Messaging Icon Synch

I have been working on the messaging buttons for over a week. I have watched the webinars and youtube videos and still cannot get the buttons to appear on the left side panel below the 'Manage" module. I have only this one computer and I thought that perhaps this is why I cant get the buttons to ap...
by Toni DeFazio
Sun Sep 17, 2017 2:19 pm
Forum: Main Forum
Topic: Messaging Icon Synch
Replies: 9
Views: 15864

Re: Messaging Icon Synch

I have been working on the messaging buttons for over a week. I have watched the webinars and youtube videos and still cannot get the buttons to appear on the left side panel below the 'Manage" module. I have only this one computer and I thought that perhaps this is why I cant get the buttons to app...
by Toni DeFazio
Mon Apr 24, 2017 8:33 pm
Forum: Main Forum
Topic: Statements
Replies: 4
Views: 8677

Statements

I have several clients that want to be able to print a statement that reflects a specific date of service that includes any payment received by the insurance and show only the balance due for that designated date. All attempts to print a statement, receipt, invoice or other always shows the accumula...