Idea Request

It would be great to be able to generate an invoice in foreign currency.

It would be helpful if invoices could be generated and sent on a specified date and time (i.e., send by email but delay until date and time determined by sender). At present, invoices are sent manually the day of the appointment. If admin could generate an invoice the day before and delay an automatic send until the next morning (of a scheduled appointment), it would save admin some time and clients scrambling to find invoices to pay immediately prior to their consultation. Note: some invoices via email are not delivered until after scheduled appointments.

To automatically email invoices weekly that have not be paid.

I need to be able to generate a quotation for client services, many external organisations including Government Departments. Once approval is given on the quote we can commence service.

I would like to be able to set alerts on invoices like - child client process medicare rebates as claimant, email medicare invoice don't process, charge $210 next time etc..

It'd be great if the clients are able to email the medicare report directly from coreplus. Similar to Invoicing > Actions > Email.

For insured clients the insurer requires their name and claim number to be in the email subject line for sending invoices/correspondence. It would be great if this could be an auto populated option. Thanks

Batching invoices via the 'print outstanding' or 'combine multiple' will not allow you to email the batch directly. Currently you have to save as a pdf then attatch to an email.

Stock control, invoice payments and expense management would be much easier if Xero could send information through to CorePlus. If I order stock, and my supplier invoices me through Xero, I would like that stock to be added automatically to my on hand stock levels and I would like the invoice to be added to my expenses. If a patient pays for their invoice through bank deposit or transfer, Xero can consolidate that payment against the invoice, it would be very helpful if xero could also tell coreplus that the invoice was paid and on what date.

When submitting patient claims for Medicare, it is currently possible (and too easy) to accidentally submit claims on unpaid invoices. When payment is processed before the Medicare claim, things work as intended. When the claim is accidentally submitted first, Medicare defaults to an extremely inconvenient and archaic process where it sends a paper cheque for the service provider TO THE CLIENT. This is surely never a desired default use case for the claiming feature. We suggest that Medicare patient claims be disabled by default on unpaid invoices. This feature is potentially high-impact in terms of inconvenience and lost time. If Coreplus is not interested in offering this feature, then we would be interested in discussing the possibility of obtaining API access to have our own developer incorporate this functionality.