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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 almost 3 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 11 months ago in Case Management / Payments & Adjustments 0 Future consideration

A place for FHs to enter credit card fee when recording the payment, not on the contract.

I understand based on a note on a previous idea that there are legal reasons to us having a credit card fee calculator, but it would be very helpful to our FHs if there was a way to record credit card fees in Passare for receipts and documentation...
Anna Andrews 2 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 over 3 years ago in Case Management / Payments & Adjustments 0 Not being considered

Payment screen- Payor address Tab stops are out of order

Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...
Guest 5 days ago in Case Management / Payments & Adjustments 0 Gathering interest

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 about 1 year 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 about 1 year ago in Case Management / Payments & Adjustments 0 Planned