Show payment method when viewing invoice details
When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
AdminSarah M
(Admin, theranest)
shared this idea
-
Cindy Hooper - RFD commented
Add columns and additional data to the "Invoice Payments and Refunds" section of the detail from within an individual invoice. Column heading should be labeled "Payment Source" and it would correspond to the payment type "Client Payment" or "Insurance Payment".
Also add these columns to the "Unapplied Payments/Credits and Refunds".
Currently, we have to manually go into the detail of each unapplied payment to determine is this a patient payment source or an insurance payment source and it makes billing and account reconciliation very tedious and time consuming.
-
Solstice (Conscious Wellness)
commented
When viewing the unapplied payments/credits and refunds on a client's ledger, allow me to see whether it's an insurance credit or client credit.