It would be great if Cliniko would consider making account credit transfers between clients possible! We are about to offer family prepayment packs for sessions, and its going to be time consuming to alter payment/edit previous payments every time a session is used. Our clients need dated invoices and payment evidence to claim on private health.
As a quick work around - we have “Transfer” as a payment type in our system. So I enter a negative “Transfer” payment in one family members account to deduct the account credit, then add it as a “Transfer” payment into the other family members account which closes the invoice. In your reconcile the balance is $0 as they cancel each other out, but you’ve removed the funds from one account and used to the pay the invoice in the other account. Hope that helps!!