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.