Allow clients to see if they have a credit on the client portal
If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.
1
vote
AdminSarah M
(Admin, theranest)
shared this idea
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Jess Lewis commented
Allow clients to be able to see when there is a credit to their account in Theranest. Often a refund is not financial sound for the business because I have already paid the credit card processing fees and so I make use of being able to have a standing credit on their account in Theranest. It would be helpful if the client could see this credit though.