The feature presented here is available on all of our subscription plans! For more information, please click here.
Please watch this video or follow the steps below:
1) Send your invoice to your client.
2) As soon as your client views an invoice online you will be notified on the top right of PracticePanther.
3) Click on the globe icon to see your recent notifications.
4) See a history in the "what's new" section invoice to see exactly when and how many times your client has viewed the invoice.
What Happens Now?
You can now see the status of an invoice, when and how many times it's been reviewed.
Interested in how your invoices look when viewed through a client portal? Simply click here to find out.