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WebABA P&G Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Julie Brown
Created on Aug 30, 2024

Credit Balance

When a client has a credit balance and it is an Insurance Credit, it would be VERY helpful if that credit was labeled Insurance Credit. This would allow the billing coordinator to quickly see what kind of credit is available. Client Balance Credits should be separated from Insurance Payment Credits, at the top of the ledger.
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