A client is moving and unable to renew a plan. The pet is eligible for plan items. However, the final appointment is scheduled after the plan is completed. How do I reconcile this in the Petly Plans application?

There are two options:

1. Invoice the client on the appointment date and then manually mark item(s) used on the completed plan in the Petly Plans application.
2. Within the Petly Plans application, manually mark the item(s) used before the plan is completed, add a note to explain the situation and then invoice the client on the appointment date.

With either method you will receive an email notification the day following invoicing that shows an issue with item usage.