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Procare Solutions Internal Ideas Portal
Created by Beth Carlin
Created on Aug 21, 2025

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now.
They would like their staff to first use Presets, rather than creating a new item for the invoice.
They are looking for 2 less clicks to get there.

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