Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jun 21, 2016

Remind me if client's have a credit when processing a payment

When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.
App Type TheraNest App
  • Attach files
  • Allyson Smith
    Reply
    |
    Jun 17, 2024
    Or pop up's of ANY kind!
  • Guest
    Reply
    |
    Jun 7, 2019
    Yes- I would also like to be able to customize the pop up to let my clinicians know that the credit card has expired and to get new info, or things like that. They forget to look at the notes, usually due to lack of time, so a popup would be great. Or a way to add some kind of "warning" note that comes up in a different color...
  • Guest
    Reply
    |
    May 12, 2017
    Yes, please!
  • Guest
    Reply
    |
    May 11, 2017
    Yes. This would be helpful.
  • Guest
    Reply
    |
    May 11, 2017
    Sounds great! I hope you do it!
  • Guest
    Reply
    |
    May 11, 2017
    I would greatly welcome this addition.