From Dashboard, be able to have hyperlink | WebPT Ideas and Discovery

From Dashboard, be able to have hyperlink to view client's account balance

Often Clients come in and their account balance lists a negative or positive balance and we want to quickly see why that is and make sure that they do or do not ow money immediately. Instead of taking several steps to view their transactions and payment history, a link would be great for the "Account Balance"

Guest
Sep 19 2018

Therabill / Payments

Nov 14, 2018

Admin response

Hello! Any clients listed on the dashboard will show their unassigned amount and their account balance (finalized charges - unassigned payments). Please contact support if this is not appearing for you. Thank you!

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From Dashboard, be able to have hyperlink to view client's account balance

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From Dashboard, be able to have hyperlink to view client's account balance

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