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Credit on account

Hello! Is there a way to let a client pre-pay for a visit (ie. euthanasia) and have a credit on the account? Or is there a way to save a card on file without having a visit open?  THX :-)

~ Heather @ Chatt-Town

Status: Completed1 comment

This request was merged into another request

Comments1

  • Brendan Baker

    Team•

    Sep 15

    @Heather Bruce - Hello Heather, thanks for the note. This will be out in this weeks release.

    You will be able to add credits or use house accounts, and the hospital will be able to create Wellness Plans. You can add the credits and or wellness plan from the pet and or client screen.

    Cards on file improvements are ongoing and will be releasing over the next few weeks.