Refunds Refunds occur when either the client or the insurance company overpay. If the client has a credit balance that is the result of an overpayment, you can easily record the refund to them through the expense register. In some cases, you will periodically receive a portion of that withholding. In addition, almost every item on the statement can be modified to meet your particular needs. Your statements will also allow you to track both what the client owes versus the amount due by insurance.
Upgrades are free and happen annually.
You only pay for postage and handling.