Neo Software blog
We’ve given the Neo treatment to aging client balances and automatically calculating client finance charges. To take advantage of some of these time-and-error saving updates, you’ll need to opt-in to having invoices permanently close. But the choice is yours! Here are some highlights:
Thanks to your feedback, you can now edit and void prescriptions and discontinue remaining refills in Neo - even when the consultation has been closed! Effective immediately you can:
How awesome would it be if Neo automatically gave a discount to specific clients on certain products or services of your choosing? Now it can! The new automatic discounting feature makes it easy to earmark which pet owners should receive a discount. Ditto for products! Plus we’ve added the ability to make bulk updates to enable product discounts and change tax rates as well.
Now it’s easy to assign tax exempt status to applicable clients (shelters, rescues, etc.), so they’re automatically never charged sales tax on any product or service!