Please refer to the following alternatives to collect a standard style deposit with volume clients:
1. The volume client pays the balance due in their client portal before pickup.
2. Use a volume client subsidy and add prepaid money to a funding partnership.
It is important to note that the only option to collect deposits for volume clients is through the means of a prepaid funding partnership.
If your clinic needs to accept deposits for volume clients, the only suggestion at this time is to create a subsidy that draws from a prepaid funding partnership. When staff schedules a volume client appointment, they would add money to the prepaid pot for the amount of the deposit. The subsidy would then be applied to the appointments that are scheduled, drawing down from the amount available in the prepaid pot.
To create a prepaid funding partnership, go to Settings > Funding Partnerships and create a new pot. Title the new pot “VC Deposits.”
Once the funding partnership has been created, go to Settings > Subsidies and create a subsidy titled “VC Deposit” that is linked to the prepaid pot. Put a restriction in place that the subsidy can only be applied to volume clients.
Now, go to the tab labeled Items this subsidy covers and click Add on cat spay, cat neuter, dog spay, and dog neuter. In the first column for client discount, enter the amount of the deposit per animal. In the middle column for pot deduct, enter the amount of the deposit per animal.
Once the subsidy is created and money is added to the funding partnership, apply the subsidy discount to each volume client appointment.
Collecting Fees without a Deposit or pre-paid Funding Pot & Subsidy
If the Volume Client No-Shows, mark the appointments as no-shows and generate an Item Sale invoice for the No-Show Fee.
