Financials
Cloud - 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, ...
Cloud - Discounts setup
The Discount screen allows you to add discounts for new clients, complete bill discounts, or module specific discounts. Click on Setup, Discounts and Loyalty, Discount. Settings Enable new client discount - This will be automatically applied to the ...
Cloud - 'Violation of law' error when running credit cards or doing refunds
When running a credit card or doing a refund, you may get an error Violation of law. This error means that the credit card company blocked the transaction because there is a problem with the account. The customer will need to call their issuing bank. ...
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 - Package revenue
You can create categories for packages so you can get a revenue total for each package or each package type. Click on Setup, Inventory, Categories. Hit Add New Item and add the category. You can create a separate category for each package type, 10 ...
Cloud - Special rates: Holidays, peak season and daily rates
You are able to add Special Rates for each module. This is an additional rate that you charge pets for Sunday stays, for example, or for Peak Season appointments. Click on Setup, Lists. Click on Special Rates. Enter your rates for each module. You ...
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 - Creating invoices/taking payments
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 ...
Cloud - 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 ...
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 ...
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. ...
Recent Articles
Unhandled Exception Error System.FormatException An invalid character was found in the mail header
Unhandled Exception Error: System.FormatException: An invalid character was found in the mail header: '>'.: Symptom: When attempting to send emails to multiple customers under the Utilities>Send Email option, you may sometimes receive an Unhandled ...
Hello-Groom - Dashboard views
You have the option for three different dashboard views. The Compact and Comfortable Views allow you to see most of the information related to the pet and the client including packages, warnings, vaccine dates. You are able to create an invoice ...
Multilocation - Dashboard views
You have the option for three different dashboard views. The Compact and Comfortable Views allow you to see most of the information related to the pet and the client including packages, warnings, vaccine dates. You are able to create an invoice ...
Live Access - Dashboard views
You have the option for three different dashboard views. The Compact and Comfortable Views allow you to see most of the information related to the pet and the client including packages, warnings, vaccine dates. You are able to create an invoice ...
Cloud - Dashboard views
You have the option for three different dashboard views. The Compact and Comfortable Views allow you to see most of the information related to the pet and the client including packages, warnings, vaccine dates. You are able to create an invoice ...