Remove previous discounts before using Cornerstone 8.6 NEXT integration

Before you start using the automated integration between Petly Plans and 8.6 NEXT, make sure you remove any current discounts that are tied to invoice items. This article and video will walk you through the steps, which only need to be done once.

Removing Previous Discounts: Quick Reference Guide
This video and document show you how to remove previously attached 100% wellness plan discounts before using Petly Plans automatic discounting. Click he...
Thu, Mar 28, 2019 at 9:59 AM