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Payments & Adjustments

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Refund Option Should Include More Than Just Checks

Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Guest about 2 months ago in Case Management / Payments & Adjustments 0 Gathering interest

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia 2 months ago in Case Management / Payments & Adjustments 0 Future consideration

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!
Jill Materia 3 months ago in Case Management / Payments & Adjustments 0 Future consideration

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful
Guest 5 months ago in Case Management / Payments & Adjustments 0 Future consideration

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

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 10 months ago in Case Management / Payments & Adjustments 0 Future consideration

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

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

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 3 years ago in Case Management / Payments & Adjustments 1 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 4 years ago in Case Management / Payments & Adjustments 0 Not being considered