Easier access to outstanding balances

It would be really nice to be able to see which clients have an unpaid balance in one view. Could there be a column added to the “Clients” page for “Client Balance”? I periodically check to see who owes me money and send out reminders (nearly all of my caseload is self-pay, but this would be helpful for my one third-party payer too).

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Upvoters
Status

In Review

Board
💡

Feature Request

Tags

client payments

Date

About 2 months ago

Author

Ava Rose

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