Quincy Hock
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229 votesQuincy Hock supported this idea ·
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An error occurred while saving the comment Quincy Hock commentedWould like to be able to run profit reports that specify the payment/charge that Theranest takes for credit cards. Currently any profit reports say that the "profit" for a credit card charge is the full charged amount, when the amount deposited in my account is less because Theranest takes their cut. This makes reconciliation difficult. I'd like to see a report that says something like: total profit $75, theranest fees for that time period $2, so your take-home total deposit is $73 (for example).
Quincy Hock supported this idea ·
Creating a tab in each client's chart to add collaterals including contact info, release (y/n and end date) and most recent contact.