Skip to Main Content
Ensora Mental Health Ideas Portal
Status Future consideration
Created by Guest
Created on Jan 29, 2024

Allow clients to see if they have a credit on the client portal

If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.
App Type Client Portal
  • Attach files
      Drop here to upload
    • Jess Lewis
      Reply
      |
      Jan 26, 2024
      Allow clients to be able to see when there is a credit to their account in Theranest. Often a refund is not financial sound for the business because I have already paid the credit card processing fees and so I make use of being able to have a standing credit on their account in Theranest. It would be helpful if the client could see this credit though.