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THNP1-I-83
THNP1-I-97
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Status
Future consideration
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Categories
Reporting
Created by
Guest
Created on
Jan 26, 2024
RELATED IDEAS
Show if payment was portal payment on client's ledger
Add payment number to payment methods report
Show payment method on client Statements
Add payment method to the Daily Billing report
Report on set payment amount
Show payment method when viewing invoice details
Include payment notes in Payment Methods report
Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled
Allow clients to see if they have a credit on the client portal
Report on client ledgers
Show on Payment Methods report if the payment was made on the Client Portal
When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.
App Type
Provider App
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Guest
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Nov 2, 2020
Currently, the history of client payments made via the client portal goes back 60 days. Allow me to expand the date range so I can search older dates.
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