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  1. Covetrus Pulse™ Help Center
  2. Knowledge Base
  3. Client Management

Client Management

  • Callback Workflow Enhancements
  • How can a client overpay and leave the remainder as a credit?
  • How can I add a stored card to a client's account?
  • How can I move a credit from one client to another?
  • How can I send a mass client communication via postcard?
  • How can I zero out balances that were carried over from my previous software?
  • How do I add a client communication entry?
  • How do I add a new client?
  • How do I add Carried over Balances?
  • How do I add or remove a client alert?
  • How do I bill multiple owners?
  • How do I change the ownership of a patient?
  • How do I configure Client Classifications?
  • How do I disable all patient reminders for a client?
  • How do I fix a duplicate payment that was not processed?
  • How do I give a client a credit on their account?
  • How do I give a client a discount based on status?
  • How do I handle a returned check?
  • How do I implement tax exemption?
  • How do I inactivate a client?
  • How do I make client or patient fields required or mandatory?
  • How do I merge client records?
  • How do I print an invoice for a client?
  • How do I process a client refund?
  • How do I process a payment and skip card processing?
  • How do I remove items from a paid or partially paid on invoice?
  • How do I see who created an invoice or treatment item?
  • How do I send a mass email to clients?
  • How do I set up client files for Rescue organizations and shelters?
  • How do I set up the Gravity integration and add a terminal?
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