This is as important a piece of information that should be displayed on the Client List. It would certainly help to be able to clearly see any client credits especially in the event that a client needs to be refunded a credit. Without this displayed it is easy to believe everything is paid up and the client may be easily archived without a refund issued. We should not have to go into every ledger to see if there is a client credit due anymore than having to go into every ledger to see if there is a client balance due or a insurance balance due. PLEASE make this a feature.

Wanted to chime back in on this - If you can have 'Client Balance Due' and 'Insurance Balance Due' added as a 'Customize Grid' option, surely you can add 'Client Credit' to the list. This is as important a piece of information as the others, and it would be VERY HELPFUL to have it as an option to display in the Client list.

Please add a sortable 'Client Credit' field to the 'All Clients' list.view in Theranest. We need a more efficient way to determine which clients have credits on their ledgers.