Display client credit on Agenda
If a client has a credit, allow me to view how much their credit is on the Agenda.
AzureE Hardy
shared this idea
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Branislav Stojanovic
commented
This would be very helpful. I see people requested this years ago, surprised this has not been added. Just like you see a balance due, you should be able to see a credit balance.
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Sara Parker
commented
THIS WOULD BE EXTREMELY HELPFUL! PLEASE ADD THIS FEATURE LIKE YOU HAVE FOR DISPLAYING CLIENT BALANCES VIA AGENDA
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Tiffany Corjay
commented
It would be very helpful to be able to see the copay due and paid from the agenda
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Philip Alex
commented
Add a "Client Credit" button in Clients and Agenda (when applicable) identical to the one already displayed in Ledger. This would make it easy to spot client credits at a glance across the caseload, especially when viewing the Clients page. It would help identify standing credits more consistently and reliably for monthly billing processes.