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Consultations: Be able to void products that have not been picked up or paid after the invoice closes

I have 7 different products that customers called to be refilled & never picked up. An Admin/Owner should be the only one that can do it. I can not figure out another way except to collect payment and then go back in and delete the financial activity to make sure the sales/reminders are correct.

  • Guest
  • Mar 31 2021
  • Released
  • Attach files
  • Guest commented
    June 23, 2023 17:56

    When this happens at our practice, we end up doing a refund with a note that the product was not picked up. Then we click on the unpaid invoice and the refund invoice and "refund" the zero balance.

  • Guest commented
    May 17, 2023 17:31

    I find Christa's comment a decent work around, especially if it is only 1 patient, but not an answer to the problem. If there are multiple pets and they do not come for several days, the time to close each draft can be time consuming, especially for small busy clinics with minimal staff and so so internet speed. I suspect this would be as much of a challenge for busy large clinics with multiple staff member's. Possibly a good work around is for Admins to have the ability to void or cancel a consultation with a section for comments. This would also allow for tracking.

  • Guest commented
    April 10, 2021 19:53

    Thank you for submitting this enhancement request! We recommend leaving the consultation in draft status until the pet owner arrives to pick up the products. This will allow you to remove products from the consultation, if needed. When you access the client or patient record you are alerted at the top of the record if they have any draft consultations or refunds.

    You can view the Consultation List to review all draft consultations for your practice. For more information, see Review and manage consultations.