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Finalized Invoices View
In the Finalized Invoices View, please add a column that shows the "Preferred Delivery" of each client. We (and I'm sure others) have clients that prefer to get hard-copy mailed invoices only, and also have some clients that prefer invoices emailed, or both.
In the previous version, there was a column that showed Preferred Delivery and we were able to select all the clients that want printed invoices, and print in bulk, or some that want both mailed and emailed. Now we have no way to tell from the current view. We had to create a separate list of clients that show their preferred delivery outside of CareSmartz360.
Perhaps also, you can also add a filter category for this same purpose.
Customer support service by UserEcho