Multilocation - Emailing invoices/receipts

Multilocation - 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

    • Multilocation - Creating invoices and taking payment

      This document will show you how to invoice appointments, take payment, create a cash sale or retail invoice, and how to store a credit card on file. Invoicing appointments You can invoice appointments from several screens. On the dashboard or ...

    • Multilocation - 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, ...

    • Multilocation - Estimates for boarding appointments

      You are able to create your own custom Estimate template. You can print or email the estimate. The template must be set for each location. To set your template, click on Financial, Estimate Settings. Please note: Only the super admin ID or employees ...

    • Multilocation - Refunds/returns and Voids

      Voids Voids are done on credit card transactions that have not batched out yet. Say you ran a credit card today and either it was on the wrong client, or the client didn't want to use that card or for any reason you want to get rid of it, you will ...

    • Multilocation - 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 ...
    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.