Hello-Groom - Emailing invoices/receipts

Hello-Groom - Emailing invoices/receipts

You can quickly print or email multiple invoices and receipts to clients.

You need to be in the invoice or receipt to do this step.  Both have the same options in that you can send multiple invoices/receipts from either screen.

If it already exists, you can open the invoice through the client card.  Go to Financial, Invoices/Receipts and click on the invoice.  
Existing receipts cannot be opened through the client card so go to Financial, View Receipts.



Or you can go to Financial, View Invoices or View Receipts.  Find the correct invoice/receipt, click on the down arrow and hit Edit.



You can also do this step while creating an invoice or receipt.    Click Email/Print.

On the invoice: 



On the receipt:



The next screen will allow you to choose as many invoices/receipts as desired.  There is a default email message, but you can edit that to put your own custom message.

The email on the client card will load but you are able to change it here.  

You click to print or email.



Print

On this screen you will be able to choose the printer.  Each invoice or receipt is printed as a separate report.  Click Print, the displayed document will print, then it will go to the next document, and you'll go through these steps until all documents are printed.

If you decide that you don't want to print one of the documents, hit Cancel and it will go to the next document so you can choose whether to print or cancel.




Email

The email will come through like this to your client.  It shows the default or custom message and each invoice/receipt is an attached PDF file.  The client can click to open each one separately.



Invoices look like this and include your business logo, if you have one enabled in your system.



A receipt:

    • Related Articles

    • Hello-Groom - Creating invoices and taking payments

      To create an invoice for a groom appointment click the '...' button on the Dashboard or Grooming schedule and click Generate invoice. This screen will appear. It will automatically choose the appointment(s) for today for this pet and any sibling ...

    • Hello-Groom - Printing receipts from your Clover

      In some cases you may or may not want to print receipts for your transactions from your Clover. If you would like to print receipts OR if you want to stop it from printing receipts, navigate to:  Hello-Groom > Setup > Business Info > Credit Cards ...

    • Hello-Groom Appointment approval emails for OLR

      *Note that screenshots may depict other modules besides Grooming. With Hello-Groom, you'll only see the Grooming module. Please contact Sales@KennelConnection.com if you wish to move to Kennel Connection software for more modules.  Appointment ...

    • Hello-Groom - Welcome emails

      You can set Hello-Groom to send welcome emails when creating new client records. Hello-Groom will send the email once you hit Save on a new client record. Click on Setup, Business info, Emails tab. Scroll down to Welcome email. Click the box for ...

    • Hello-Groom - Business Info

      The Hello-Groom business info section allows you to add important business info such as address and tax settings, operating hours, email settings and more.  Navigate to the setup menu item and choose Business Info.  Business Info Tab The first tab ...
    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.