When a pet owner is experiencing a financial hardship, one option some practices offer is allowing owner to skip 2-3 monthly payments, with the agreement the payments will be made prior the plan’s end date.


Typical restrictions with the option: (practice can modify as deemed appropriate)

  • There must be at least 6 monthly payments remaining in plan term.
  • Only vaccinations that are due or reduced examination fees may be utilized until payments are current.
  • If payments aren’t made current by the plan’s end date the plan will be canceled and any unused services can’t be utilized.
  • If pet owner elects to enroll in a new plan, they would be responsible for paying full enrollment fee again.


Steps

Prevent Payments from Drafting

  1. Search for and select the pet for which to prevent an automatic draft.
  2. Click the Payments tab.
  3. Remove the check mark from the Auto Charge checkbox to the right of the payment to ensure it is not automatically charged.

  1. Click the Notes tab.
  2. Click Add Note.
  3. In the Note field, type the details of the agreement made with the pet owner.

  1. Click Save Changes.


Manually Charge Payment(s) on Agreed Upon Date:

  1. Search for and select the client for which to charge one or more payments.
  2. Click the Payments tab.
  3. Click Charge.
  4. Within the Initiate Charge window, if necessary, click the payment method to be charged.

  1. Place a check mark in each Charge checkbox to include in this transaction.
  2. Click Charge Payment.
  3. Verify the correct payment method has been selected and the total to be charged is accurate.

  1. Click Charge Immediately.