Yes Please! There is no way to accurately track this in the system. If I issue a refund check to a client, their account either shows that they still have a credit or I have to delete those payments completely and reapply at the exact due amounts. The latter option leaves me no documentation of exact funds received/refunded, not to mention is a time-consuming hassle.

Please do add this. I find this very difficult to track. Not a true accounting system if refunds are not posted easily.

TheraNest is lacking basic GAAP functions on client ledgers... For example, if a client paid co-pays, but their insurance has reached their out-of-pocket max and insurance starts covering expenses at 100%, which creates a credit balance on the client ledger. We need to reflect that this credit balance was paid back/refunded to the client; there is not currently a way to complete this. HUGE accounting issue.

The current ways to manage refunds are confusing from an accounting perspective.

This would be a great feature and really useful. It seems like when we use Theranest to issue a refund on a credit card, we could get a negative amount to apply to an invoice--similar to how we get a credit to apply to an invoice when we run the pt's card.

Absolutely! This would be very helpful, for the reason stated above as well as for insurance adjustments that sometimes occur. Refund or negative income/payments out to others are important to track when calculating total income for tax purposes. Please consider this.

It would be so helpful to have a refund button in the ledger. SOmetimes clients overpay and it would help to track the difference between writing funds off and refunding.

Unfortunately, insurance companies sometimes retract payments that they have made. I do not see any way to either document this on a patient's ledger or to adjust the payment made by insurance.

Note: You could include a pop-up warning verifying that someone is intentionally entering a negative number to prevent people from accidentally doing that. Also, this could apply to any payment method. Thanks!

It would help to be able to enter refunds into the ledger for situations where the therapist refunds to a client an overpayment such as too high of a copay. While this can be tracked offline, not being able to reflect it in Theranest results in an incorrect Superbill for such situations. Thanks!