Added Pending Invoices dashboard widget to keep track of unpaid and partially paid invoices. Get started
Added option to customize the text and display of PDF headers. You can also include placeholders (e.g. client name, date of birth, and age) on PDFs generated for completed forms, invoices, notes, protocols, and superbills. Available in the Professional Plan and up. Get started
Added option to receive monthly fax usage warnings. This can be customized from your Settings & Preferences > Faxes section. Get started
Your fax usage for the current month is now displayed when sending faxes. Your usage resets on the 1st day of each calendar month.