Expanded Credit Records
planned
Kerry Falk
- History of credit adjustments visible on client profiles.
- Ability to give a reason for any credit adjustments (visible in adjustment history).
- Identify collection credits in credits export (currently display the same as regular service credits)
Log In
Lauren Taylor
Merged in a post:
Credit Detail
Krisee Phipps-Vaux
In the client profile, it shows the Month and day that a credit was issued however, it doesn't show the year (the history notes do not capture this either). Request is to add the year that the credit was entered along with the month and day please :-)
Lauren Taylor
Merged in a post:
Credit balance report: one line per client per package
The Dog School
The Credit Report lists every service a credit can book, so one wild card credit appears nearly 30 times and we can’t see what a client actually holds very easily. We’d like one line per client per package: package, date bought, credits bought, used, remaining, expiry. This would greatly improve our service delivery and allow for us to plan classes more appropriately.
Kerry Falk
Merged in a post:
Improve UI for customer credits
Kerry Falk
Further improve the way that credits are displayed on customer profiles. This includes :
- Making it easier to determine the bookings on which credits are reserved or have been used.
- Displaying invoices to which pending credits are associated.
- Displaying information on when credits expired.
- Displaying the source of add-on credits (as is currently available for service credits)
Kerry Falk
updated the status to
planned