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We would like a report containing any transaction with a credit or refund given to a client's account based on the date range selected.
Include the client/patient, name and ID
Consultation Number
Refunds with amounts
Products sold at a negative cost - amounts
Adjustments as a credit - type of adjustment and amounts
Discounts - Type of discount and amount
Credits - reason and amount
Invoice number
Having this information provided on the Practice Dashboard would be optimal.