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Payments & Adjustments

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Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt...
Tarrence Price over 2 years ago in Case Management / Payments & Adjustments 1 Future consideration

Credit Card Recurring Auto-Payments

Users would like the capability to turn on auto-payments through First American. Enabling this feature should include family approval (to pull from their account), and give the director options to run weekly, monthly, etc. and for what amount. Thi...
Jessie Goggans 7 months ago in Case Management / Payments & Adjustments 0 Future consideration

Credit Card Fee Calculator

For the credit card processing we really need to find a way to have it calculate the fee amount for them. They can even choose or 'bubble' if the Family or Funeral Home is paying the fee, then it calculates it for them. Similar to how it does in t...
Guest about 3 years ago in Case Management / Payments & Adjustments 0 Not being considered

Custom Fields: Add type to include Family and Friends

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.
Guest 9 months ago in Case Management / Payments & Adjustments 0 Future consideration

Claimcheck-checkmark uploaded documents in payment screen

It would be helpful if we could see a checkmark logo or maybe change the font color of claimcheck documents that have been submitted v ones that are still needed. The quick reference tool would be helpful under the "required documents" information...
Guest 9 months ago in Case Management / Payments & Adjustments 0 Future consideration