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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Apr 7, 2023

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
App Type TheraNest Client Portal
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  • Guest
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    Apr 6, 2023
    The client should be able to login to their account and if they have an outstanding balance they should be able to pay any amount towards that outstanding balance not just whatever the open invoice is. For example, I have a client who has an $800.00 balance. Their invoice however, are 80.00 a session. He is on a $100.00 payment plan every two weeks and wanted to pay $100.00 off schedule (he had a little extra) online but could not because the invoice were only for his $80.00 sessions. The system should allow our clients to be able to go in and pay whatever amount the can afford toward their balance and not necessarily what is on the invoice as sometimes clients would like to pay more and sometimes clients cannot always afford what is on the invoice.