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TheraNest Ideas Portal
Status Completed
Categories Billing & Payments
Created by Guest
Created on Feb 24, 2021

Batch Payments indicate when clients have a credit

The batch invoicing/payment options seems to be a really great way to save time when billing. We have previously been going in client by client to do invoices and payments because we often have clients who have met their deductibles after we have collected payment leaving a credit on their accounts. The batch payment option does not offer any way to pull from the credit on their account, and there is no indicator that pops up to show that a client in the batch invoicing list already has a credit, so that we can remove them from the list of processing payments. This results in us collecting payments from clients who do not owe us anything because of their credit, creating frustration for the client and double work for the biller. With 350 clients, it would be so tedious to constantly keep a running list of which clients have credits to comb through the batch invoicing list and remove each of them, as the point of batch invoicing is the make the billing process operate more smoothly and reduce time spent. Please add either the option to pull from the clients credit, or add an indicator in the batch payment section that will indicate when a client has a credit and does not need to be charged.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    When processing batch payments, an indicator will now appear if the client has a credit or unapplied payment on their ledger. Stay on top of changes in TheraNest with our release notes!
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