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THNP1-I-353
THNP1-I-353
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Status
Future consideration
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Categories
Billing & Payments
Created by
Guest
Created on
Jan 20, 2023
RELATED IDEAS
Always display diagnosis codes on statements
Show payment method when viewing invoice details
Allow clients to print statements from the client portal
Show payment method on client Statements
View client's statement history
Show client flags on printed Agenda
Show on Payment Methods report if the payment was made on the Client Portal
Report on or print prospective clients list
More detailed invoices/receipts
Create refunds for non-credit card payments
Show refunds on statements
When printing a client's statement, show any refunds that were applied.
App Type
Provider App
Comments
2
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Guest
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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.
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Guest
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Aug 17, 2020
I would like an option to show refunds to a client on a ledger, rather than deleting the credit or refund.
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