StoriiCare
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Feature Requests

Request a new StoriiCare Feature

Category

[Billing] Introducing a Billing User Profile to Simplify the Billing Setup Process
This would enable users to setup a participant that needs to be billed for in one page.
1
·

planned

[Billing] [Reporting] Add billing/Financial reports & charts that can be exported or viewed in the billing tab
1
·

planned

Ability to manually process payments/take deposits via debit card, credit card, or ACH/EFT.
3
·

planned

A notification that a payer has credit on their file.
In billing, it would be useful to a message appears somewhere that a payer has credit on their file, to avoid sending them a payment link or having to manually check each payer before sending them a request.
1
·

planned

[Billing] Add a Billing Summary page
1
·

planned

[Billing] Add Payment Receipts to StoriiCare
1
·

planned

[Billing] Add Services versioning enabling users to access historical Services settings
1
·

planned

[Billing] Add Reminder emails option in case the invoice emailed was still not paid
1
·

planned

[Billing] Add the ability to email Balances
1
·

planned

[Billing] Email Invoices with the Invoice as a PDF attachment
Would be nice to be able to attach a pdf to the email. I send out a monthly letter and our activity and meal calendars with the invoice. Would be nice to include that with the email invoice.
2
·

planned

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