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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In Review
Feature Request
client payments
13 days ago

Ava Rose
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In Review
Feature Request
client payments
13 days ago

Ava Rose
Get notified by email when there are changes.