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Ensora Mental Health Ideas Portal

Display client credits in batch payments

When processing batch payments, allow me to see if any clients have a credit on their account so I can not process those invoices.
App Type TheraNest App
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      Jul 7, 2023
      Adding a clts credit to the ledger screen does not help with seeing the credit while pulling up a batch of payment. It would be incredibly beneficial to have the clients' name show up green or have a notation of an existing credit without needing to click on each client's ledger. We process over 100 payments a day and clicking each client isn't truly feasible for us. Thank you for considering this.