IDEXX Neo Enhancement Requests

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Report: Credits, discounts and refunds by date range

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.

Guest
Mar 9 2021

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