Ability to run a report to show which clients have a payment credit (overpayment) on file and further to be able to see credits amounts listed on the all clients page similar to how it shows insurance balance or client balance due. We currently have to use a created flag to mark accounts with a credit and then open the individual facesheets to see how much the credit it. It needs to be easier to catch this information on the all clients page and further run a report to help with accounting.
We have a handful of clients that have credits, but there is not currently a way to sort them like you can with balances. A separate column would be helpful!
Sometimes a client gets archived when there is a credit by mistake. There needs to be a way to generate a report to capture anyone in the client archive that has a credit for accounting purposes.
If I could vote for this again I would! I don't need to explain why this should be a basic option of the system. Plenty of your users have already explained below. Please add!
This is a super piece of information that should be displayed alongside the client balance and insurance balance on the clients search page. Should be an option on "customize grid." Right now we have to rely on abbreviations in the client's preferred name so we can even hope to notice it, but it isn't always that easy to search up and doesn't catch the ones we miss, especially insurance credits.
It would be very helpful and time saving and would help us stay inside legal limits to make sure we return overpayments in a timely manner.
As others have said, any place on the site where it shows balances due, the credit should be shown.
It is way too easy too bill someone when a credit should have been applied first!!!
Seeing the client credits on the client tab not just the clients with negative balances. Right now you need to go into a client's ledger for each client to see who has a credit. It would be helpful to see both clients' balances and credits at a glance rather than just balances.
This would be a huge time saver. Surprised this still isn't available.
Also, as others have said, any place on the site where it shows balances due, the credit should be shown.
Please show client credits in CLIENTS list with client balance due and insurance balance due as an additional column. This would allow us to see discrepancies if there are any in accounting or duplicate entries of cash/checks.
It would be really helpful if we could customize the client details grid so that it also displayed client credit amounts. We need to be able to search up client credits.
When I pull up the client list, it shows that a client has a balance due and does not show the client has a credit on his/her account that would offset the balance. For example, Client 1 pays $450 on June 1. On July 5th he/she has a charge of $450. The charge shows, but the credit does not show on the client list. Because of this my staff bills the clients credit card for $450 and does not notice the client has already paid this charge in advance.
The client page has a column for Bal Due but it would be helpful if overpayments/credits was a field as well - Often we archive a list of clients but wouldn't want to do that without squaring up their overpayments first.
A suggestion was made six months ago by another customer asking that there be an additional column showing the client credit balance in additon to the client balance due and the insurance balance due on the clients list. It would be most helpful to ensure that a necessary refund to a client does not get missed. Please consider implementing this feature in the near future. Thank you.
