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1. Refund or negative payment options

   247 votes

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   50 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
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   Jacqui Parkes commented  ·  Feb 27, 2019  ·  Delete…

   I have an overpayment from the insurance company that I know I will need to refund a portion back to them, but the balance should be applied. I can leave the overage as a credit on the account, but when I go to refund that amount I have to delete the whole payment.

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   Jacqui Parkes commented  ·  Jan 10, 2019  ·  Delete…

   We need to be able to track and prove refunds - for example if a client overpays, deleting or changing the amount of the payment is an inaccurate reflection of what has occurred.

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   Jacqui Parkes supported this idea  ·  Jan 10, 2019

2. Add a feature to track invoices and client statements by number

   37 votes

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   3 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
   Jacqui Parkes supported this idea  ·  Jan 10, 2019