Display client credits in batch payments
When processing batch payments, allow me to see if any clients have a credit on their account so I can not process those invoices.
4
votes
AdminSarah M
(Admin, theranest)
shared this idea
-
Jaime 1Telfeyan
commented
Adding a clts credit to the ledger screen does not help with seeing the credit while pulling up a batch of payment. It would be incredibly beneficial to have the clients' name show up green or have a notation of an existing credit without needing to click on each client's ledger. We process over 100 payments a day and clicking each client isn't truly feasible for us. Thank you for considering this.