Credits / Overpayments for practice
Dory Sartoris
We need to be able to apply credits / payments to the practice or practice group rather than an individual doctor. We often have people overpaying and there's not currently a way to manage that properly. If a doctor or practice's balance is $750 but they make a payment for $800, we need to be able to do that and have the $50 credit sit on the account. AND the payment register needs to show the full $800 that was paid, not only the $750 that was the balance.
Leslie
I second this!! Much needed, as applying overpayments now is not straightforward.
J
Jan Lawrence
This would be helpful to keep the accounting clean.