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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Oct 19, 2021

Show if payment was portal payment on client's ledger

When viewing a client's ledger, show which payments were made by clients on the client portal.
App Type TheraNest App
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  • Laura Ely
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    Oct 9, 2021
    It would be nice to look at a client's ledger and see whether each credit card payment was initiated by me or by the client through the client portal. Thank you!