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Client credits/barter accounts:

Ways to view credits and have them be featured in payments. And ways to track bartering

Status: Completed2 comments

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Comments2

  • Heather Bruce

    •

    Sep 15

    •

    Merged request

    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

    • 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.