Faithe Kroll
My feedback
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60 votes
An error occurred while saving the comment An error occurred while saving the comment Faithe Kroll
commented
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.
Faithe Kroll
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11 votesFaithe Kroll
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A suggestion was made six months ago by another customer asking that there be an additional column showing the client credit balance in additon to the client balance due and the insurance balance due on the clients list. It would be most helpful to ensure that a necessary refund to a client does not get missed. Please consider implementing this feature in the near future. Thank you.