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Payments & Adjustments

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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 about 2 years ago in Case Management / Payments & Adjustments 1 Future consideration

Add a history for an emailed receipt

It would be great if you could see when/if a payment receipt had been emailed to the family. This would help to ensure they did receive an email and prevent any potential disputes from families claiming they did not receive one.
Madison Scott 5 months ago in Case Management / Payments & Adjustments 0 Future consideration

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 5 years ago in Case Management / Payments & Adjustments 1 Future consideration

E-Transfer Option

Please add an option for E-Transfer for Canadian funeral homes. E-Transfer is a bank-to-bank transfer in Canada that is a very frequent payment method. The payment details would be the same as for an ACH.
Guest 8 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 about 2 years 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 over 2 years 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 about 2 years ago in Case Management / Payments & Adjustments 0 Future consideration