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
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Jess Lewis
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.
