The boarding deposit report will list all appointments with
a total estimate for the stay, calculate a 50% deposit, show the deposit made
and calculate how much, if anything, is due.
Please note:
In order for this report to work, you must hit the Estimate
button in the appointment screen. This is what loads the data onto the
report.
The deposit must be paid by clicking the Deposit button on
the appointment screen.
The in date of the appointment must fall within the date
range of the report in order to be included on the report.
If making a multipet booking, the Estimate will be the same
for each pet. KC will only apply the deposit to one pet. There is
no option to have it divided between multiple pets.
The options when printing this report are:
Show all - all appointments
Show only CC on file current - show appointments for clients
who have a valid credit card on file
Show only CC on file expired - show appointments for clients
who have an expired credit card on file
Show only no CC on file - show appointments for clients who
have no credit care on file.
Make a boarding appointment. Hit the Estimate button
to see the charges associated with this booking.
If paying a deposit now, hit the Deposit button.
To print the report, click on Reports, Revenue, Boarding
deposits report.
KC will calculate a 50% deposit from the Estimate total.
It will then subtract what, if any, deposit was made and give the
remainder due in the Due column.
If you see $0 listed for the Estimate, that means either
there is no price associated with the booking or you forgot to hit Estimate in
the appointment screen.
If the customer pays more than the 50% deposit due, it will
be listed as a negative amount in the Due column.
For the report above:
For pet Cobre Cito, the Estimate is $1200. 50% of that
is $600. The customer made a $300 deposit. $600 - $300 is $300 and
shows in the Due column.
For pet Gus, the Estimate is $125. 50% of that is $62.50.
The customer made a $100 deposit. $62.50 - $100 is -$37.50 and
shows in the Due column.
For the pet Gambler, the Estimate is $980. 50% of that is
$490. The customer made a $110 deposit. $490 - $110 is $380 and shows in the
Due column.
For pet Bobo, the Estimate is $640. 50% of that is $320.
The customer made a $300 deposit. $320 - $300 is $20 and shows in
the Due column.
For the Test pets, KC will show the same Estimate for each
pet. The deposit will only be applied to one pet, Esther, in this case.