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Question

Would you please add retention of paid invoices on client portal?

  • August 1, 2026
  • 2 replies
  • 15 views

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I not infrequently have clients needing copies of previously paid invoices to re/submit to their carrier, or even to verify a transaction or date. Yes, i encourage people to print/download copy’s when paying, but nonetheless...

2 replies

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  • New Participant
  • August 2, 2026

I agree! It seems odd that clients cannot view previously paid invoices. It is very common that insurance companies fail to process on the first submission.


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  • Ensora Community Leader
  • August 6, 2026

@wolny4900  and ​@natalie310  Thank you both for sharing your feedback and explaining how this impacts your workflows. I can certainly understand how having access to previously paid invoices in the Client Portal could be helpful, especially when clients need to resubmit documentation to their insurance carrier or verify past payments.

I've submitted this feedback to our team as a feature request for review. While I can't guarantee if or when a feature may be added, customer feedback like this helps us better understand how users interact with the platform.

For future feature requests or product enhancement suggestions, please reach out to TheraNest Support directly so they can be formally documented and routed to the appropriate team.

We appreciate you taking the time to share your experience and use cases with us.