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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jan 20, 2023

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Show refunds on statements

When printing a client's statement, show any refunds that were applied.
App Type TheraNest App
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  • Guest
    Reply
    |     Jan 19, 2023
    There should be an option to send a statement summarizing all charges and refunds on an account. Currently, statements do not show refunds to an account, just shows the final balance. Statements need more transparency.
  • Guest
    Reply
    |     Aug 17, 2020
    I would like an option to show refunds to a client on a ledger, rather than deleting the credit or refund.