Transfering money from 1 billing account to another

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  • Idea
  • Updated 2 weeks ago
Can Smartsoft look at some method to transfer money from one billing account to another. Often a patient has credit in one account that they can no longer use for personal reasons but they can use this credit in other ways. Smartsoft help desk said the only way to move this credit to another account is to refund from one account and then add the credit back into the new account. However this causes side issues as the banking sheets bring this up as a refund and if you are not paying attending mistakes can be made. Can you look at adding in a transfer button so credit can be moved from one account to another.
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Vital Core

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Posted 6 months ago

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Rachel Bruce

  • 124 Posts
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Yes please!

This would be great.

We set up different accounts for various reasons but when it comes to using up unexpected unused credit it is really difficult. 
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In Stride Health Clinic

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I get around this by processing the account where the credit is, allocating it, then moving the completed transaction back to the other account (right click, edit, change account).  Then the record is in the correct account - for future reference or statements for printing.   Sharon
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Waterfront Health Studio

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Yes please! This feature would be helpful! It can get messy and time consuming having to edit the transactions.