Payments & Adjustments

Showing 4

Allow one payment to be split across multiple cases for Pet Clinics or Trade Businesses

Currently Best Friends Pet Services (A French Funerals Company) has the ability in SRS to enter one lump sum payment, and select multiple cases to apply the payment to. For example I get $1000 check from a veterinarian clinic and I need to apply i...

Julie Hofmann 4 days ago in Case Management / Payments & Adjustments 0 Planned

1 VOTE

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 9 months ago in Case Management / Payments & Adjustments 0 Planned

1 VOTE

Email receipt for payments

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.

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

1 VOTE

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

Please enter your email address

FILTER BY CATEGORY