Notes for account credits
It would be very beneficial when clients prepay for treatments and we can see what they are exactly prepaid for when they have multiple account credits right next to the credit instead of having to go into their client profile. For example, a detailed, itemized account credit listing such as "20 units of Botox at $15 each" next to one prepaid account credit or another account credit but with a different description "2 Microneedlings at $240 each"
Brittany Maier
shared this idea
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Jubilee Chiang
commented
We should be able to see what we are crediting for, e.g. Merz Xperience rewards, Aspire credit, a referral credit, general credit with a place to note what this credit was awarded for (like incentivizing google reviews). We should be able to easily see the credit balances for each category and total, and patients should be able to see their credit balance on their profile.
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Melissa Prado Pinero
commented
it would be nice to be able to assign account credit towards something. It shows a section that has redeemable on but its not letting me edit it to say what it can be used on.
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Randi Coray
commented
account credit needs to have a log attached to it to clearly see when and why account credit was adjusted. And it needs an expiration date tied to these adjustments
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Briana Hubbard
commented
currently the notes disappear when you go to increase/decrease the amount and the previous reason. The previous reason holds merit with our business as not all credits can be applied to all purchases. We want to account for each 'credit' given to the client (ex retail vs services)