- Ideas
- Transactions/Financials
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Ideas
+4
Accepted for Future Development
Running Balance on All Transactions Page
Can we change the format of the All Transactions page under billing to show a running balance like banks statements have? Basically, there will be a column with the date, a column with the type of transaction and the transaction date if it occurs in the future, a column for the fee, a column for payments or refunds, and a running balance to show how much is owed or on credit after each transaction. It would look like this:
Date | Transaction | Fee | Payment or Refund | Account Balance |
January 1 | Opening Balance | $0.00 | ||
January 10 | 2 Hours Doubles Booking - Jan 17 | $12.50 | $12.50 | |
January 15 | POS Purchase - Shoes | $100.00 | $112.50 | |
January 20 | Private Lesson - January 27 | $80.00 | $192.50 | |
January 31 | Invoice Payment | $192.50 | $0.00 |
The invoice page works fantastic but I truly believe that revamping the All Transaction page to look like the table above would vastly reduce the confusion from customers when it comes to explaining charges on their accounts.
Customer support service by UserEcho
Jeff,
Thanks for this breakdown. This is brilliant. We all here on the product team agree with you 💯
We are going to mark this as planned and right now tag it for Q1!
Thanks Tim! Love Court Reserve! All of my staff do.
Will this be available soon? This would really help with all the questions from members not knowing how to read their accounts, and to be able to see what check paid for what bill. I always get the question "what was my balance after that check?", which forces us to have to spend several hours creating excel spreadsheets, like the one Jeff did above, to help them to understand.