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Running Balance on All Transactions Page

Jeff Spiers 3 years ago in Transactions/Financials • updated 3 years ago • 2

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.

Financial Improvement Project
Accepted
Tim Owens 3 years ago

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!

Jeff Spiers 3 years ago

Thanks Tim! Love Court Reserve! All of my staff do.

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