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Status Gathering interest
Workspace Planning Center
Created by Julie Hofmann
Created on Mar 12, 2024

Add the ability for the Funeral Home to Lock the Planning Center Payments Page

Add the ability for the Funeral Home to Lock the Planning Center Payments Page. This way, the total that shows is correct. If the director is working on the contract and estimates are not final, they may make changes to the contract after the family has paid in the Planning Center, therefore they would have to tell them they owe more money and need to log back in or call to pay. If there was a way to lock the page just like the Obit, they could unlock the page when the contract total is ready.

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