Cloud - Using deposits/credits

Cloud - Using deposits/credits

You are able to add credits to the client's account or add a deposit to the appointment screen and use that to pay an invoice.

To add a credit, go to the client card and click on Financials.
Click on Add a Credit.



Enter the amount and hit Pay.



Choose the payment method.
Cash
Check
Credit Card Stored or Manual - The client has a card stored on file or you will manually enter the number.
Credit Card Reader Terminal - The client will swipe or insert his card.
Payment Link - Sends a Text to Pay link for the client to pay.  Click here to learn more about Text to Pay.

Enter the amount.
If this is a cash payment, you must enter the amount of cash given and Kennel Connection will calculate the change due back.
Hit Process.


To add a deposit on an appointment, open the appointment and click the Deposit button.



Enter the payment amount here, choose the payment method and hit Process.



This amount is now on the client card as a credit.
To use the credit, hit Save and Pay on an invoice.



Click the box for the invoice you want to pay and the box for the deposit.
KC will calculate the new total after using the deposit.
Click Pay.



Choose the payment method.
Enter a tip if desired.
Click Process to save the receipt.


    • Related Articles

    • Cloud - Payment options: Split payments, partial payment, using credits

      Split Payments You are able to split payments on an invoice, paying part with cash and part with a credit card, for example. Here is a $391.10 invoice that the client wants to pay $100 in cash and $291.10 on a credit card. Click Save Invoice and Pay. ...

    • Cloud - Access Rights explained

      You are able to use Access Rights to allow or prevent employees from using a feature. If the box is checked, the employee has access. General List Setup - This allows employees to access Setup, Lists. They will be able to add new feedings, ...

    • Cloud - Setting up and Using Text to Pay

      You are able to send a link to clients that lets them pay invoices before they pick up their pets, allowing for a faster checkout process. Your clients will do all the heavy lifting. You just click to send the link. Your client can pay one invoice or ...

    • Cloud - Estimates for boarding appointments

      You are able to create your own custom Estimate template. You can print or email the estimate. To set your template, click on Financial, Estimate Settings. Please note: Only the super admin ID or employees marked as Managers will have access to this ...

    • Cloud - SMS Setup & Usage

      If you're reading this guide, odds are you have signed up for the two-way SMS/MMS (Text/Picture message) system. Let's get started! Part 1. Setup & Configuration As you're already aware, there are two pieces of this system. One on the KC side and one ...
    After-Hours Emergency Support
    For use ONLY outside of business hours. (Mon-Fri, 8am to 7pm ET). 

    To avoid any delay, be sure to search this knowledgebase for your issue prior to submitting a ticket. Most answers can be found here.

    If you're issue does NOT consist of one of the following, please email support@kennelconnection.com with your issue to create a ticket and someone will get back to you on the next business day. 

    - Kennel Connection Desktop - Will not open on any machine including server. 
    - KC-Cloud - Cannot login/spinning and you've verified you have Internet.
    - KC Online Reservations - Clients are getting an error upon login or cannot book ANY reservations.
    - Hello-Groom - Cannot login/spinning and you've verified you have Internet.
    - Credit Card Processing - Cannot take payments at all from any method.
    - PawLoyalty - Cannot login/spinning or extreme latency and you've verified you have Internet.

    *Utilizing the emergency support for non-emergencies will not receive a call back.
    *Users without a valid subscription will not receive a call back and will need to speak with a sales representative on the next business day.