Include organization rolodex type "other" for P&A options
When a contact is added in rolodex as an "other" option, it does not appear in the dropdown within a payment on the payments & adjustments page. For example, Becker-Rabon Funeral Home has added contacts in their rolodex Under Organization>O...
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.
Allow funeral homes to change the default payment type
Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
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.
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 ...
Memo Field under 'add payment' transaction doesn't wrap like the other transaction types
Saul Funeral Home is using the memo field for their 'add payments' transaction on most every transaction they enter. Currently every transaction type BUT add payment will wrap the text for the memo field. For add payment (check/cash/card/ach) the ...
Increased character count in the check # field on transaction
Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
ClaimCheck Beneficiary funeral option toggle between multiple branches
When you pick the funeral home as the beneficiary it only pulls the main entity and not any of the branches. If the funeral home has one instance but multiple locations that do business as separate entities they need to have the option to pick the...
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.
