Release Notes February 2019
These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of February.
What's New for Canopy
Enhancement to the Client Portal Manager
License/permissions:
- License: Any
- Permissions: Admin
Description: View all client portal users, their contacts, when the last invite was sent, their last login, and number of sessions. Resend an invite or revoke from this view.
What's New for Practice Management
Manual Invoice Send
License/permissions:
- License: Any
- Permissions: Billing
Description: Print, download, or save an invoice to send later. Additionally, invoice statuses provide insight into the activity on each invoice. For example, an invoice's status will list (Sent), (Partial pay), (Viewed), and other statuses based on the activity.
Global Invoice Creation
License/permissions:
License: Any
Permissions: Billing
Description: Create an invoice from anywhere in Canopy by clicking the global + icon. Creating an invoice from the global add icon will not disrupt any other process in Canopy.
History of Recurring Invoices
License/permissions:
- License: Any
- Permissions: Billing
Description: Track the history of recurring invoices created within Canopy. Viewing the invoice recurrence history adds context to your recurring invoices and gives you an easy way to verify that the recurrence is set up and operating as planned.
Invoice Column Customization
License/permissions:
- License: Any
- Permissions: Billing
Description: Add or remove the tax, discount, Terms & Conditions, and description columns in the line item details of an invoice.