Refunds
complete
F
Fortunate Swordfish
We need a way to 1) allow for partial refunds for a client when needed (today I needed to refund a no-show fee, but also needed to charge the client for her co-pay but had to do two separate transactions) 2) It would be ideal if we could allow clients to have a credit balance to apply toward future sessions.
Nick Nieman
Note, we are also planning to add credit balances in the future and are tracking that work as well.
Nick Nieman
marked this post as
complete
You can now issue partial refunds for an invoice from the invoice view.
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Nick Nieman
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in progress
R
Rose Shark
Or be able to put a credit on a client's account. Some clients have expressed the desire to have a credit versus a refund. So I would want both options: partial refund versus client credit.
C
Certain Crawdad
Yes! I had to refund $123 because it was indicated that the client owed the full session fee and then insurance came back saying they only owed a co-pay. I had to fully refund and I am still waiting for the co-pay payment.
Nick Nieman
Merged in a post:
Show partial refunds on the billing page
Aminda Villamagna
It would help with clarity if partial refunds showed on the Billing page like full refunds do.