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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Feb 11, 2019

Display client credit on Agenda

If a client has a credit, allow me to view how much their credit is on the Agenda.
App Type TheraNest App
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  • Guest
    Reply
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    Jun 9, 2023
    This would be very helpful. I see people requested this years ago, surprised this has not been added. Just like you see a balance due, you should be able to see a credit balance.
  • Guest
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    Nov 17, 2022
    THIS WOULD BE EXTREMELY HELPFUL! PLEASE ADD THIS FEATURE LIKE YOU HAVE FOR DISPLAYING CLIENT BALANCES VIA AGENDA
  • Tiffany Corjay
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    Jul 25, 2020
    It would be very helpful to be able to see the copay due and paid from the agenda
  • Guest
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    May 6, 2019
    Add a "Client Credit" button in Clients and Agenda (when applicable) identical to the one already displayed in Ledger. This would make it easy to spot client credits at a glance across the caseload, especially when viewing the Clients page. It would help identify standing credits more consistently and reliably for monthly billing processes.