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it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests. This would be helpful for sending past due notices to client families, especially if the case amount is more than 60 days overdue.
Hi, Susan! First off, thank you for submitting your idea - feedback is extremely helpful for us.
We agree that this is a great idea. In fact, we recently created a new tag that does just that. It's called 'Days of Outstanding Balance', as seen in the image below. If you need help getting this set up on your document, or have any questions, please contact our support team!
