Record Emailed 3rd Party Invoices against the Client Record
As all of our clients are children we need to send invoices/receipts to a 3rd party, generally their parents. The current system does not save a copy of this email/invoice on the child's file anywhere. If we have queries about what and when it went, or just get interrupted and need to confirm for ourselves that it has been completed we are not able to track what invoices were sent and when.
Edited by Glen: after discussions with Mel we've realised that this request is to ensure that Invoices Emailed to Third Parties are visible in the Client record so they can be confirmed as sent.
Yes, I have a similar concern - where the 3rd party is an insurance company paying the bill for a patient.