Financials
Discount before/after tax
When applying a discount to an invoice, you can set whether you want it applied before or after the tax is applied. Click on File, System Options, Global tab. Choose your option from Tax before/after Discount. Hit Apply when done.
Desktop: Deposits / Prepayments / Credits**
You are able to add deposits/prepayments to the customer's account. Your client can use this to reserve a spot in your facility for a holiday stay, for example, or they can use this just to pay ahead of time. You can take deposits/prepayments in two ...
Customer payment totals
The Customer Payment Totals report gives a total of how much money customers have spent during a specified date range. Click on Reports, Revenue, Customer Payment Totals. Enter your date range. If the customer is left blank, the report will list ...
Credit balance report
Reports, Revenue, Credit balance report gives the list of clients who have a credit on their account.
Closeout report
The Closeout report will give you a total of how much revenue you brought in for the day, broken down by payment type. This report can only be run for today's date. If you need to run it for a different date, click on Reports, Revenue, Receipts ...
Cash invoices show a past due amount
When creating cash invoices, you may notice it shows a Past Due amount. This means there is an open cash invoice(s) that is not paid or not paid in full. To find the invoice number(s), print Reports, Revenue, Open Invoice report. You can put in a ...
Cash and check are showing twice on reports and receipt screen
If you notice cash and check are showing twice on reports and on the Receipts screen, go to File, Lists, Payment Methods. Cash and check are already system default items so they don't need to be added in this screen. Delete them and they will show ...
Bounced checks**
In order to track bounced checks, you will need to set up two inventory items - one called Bounced check and one call Bounced Check Fee. Click on File, Inventory. Click on the Categories bubble. If you want to track these two items on the sales ...
Boarding invoice shows wrong number of days
When checking out boarding pets, Kennel Connection is adding additional days to the number of days boarded. It seems to add to random number of days. It can be as much as 10, 20, or more extra days. This is caused by board settings not being ...
Balance due shows on checkin prompt
KC will display the balance due on the printing prompt when you check pets into Boarding, Daycare and Special Services. You must have the printing prompt enabled under File, System Options, Boarding/Daycare/Special Services tab.
Account summary**
Reports, Revenue, Account summary gives a total of what clients had invoices during the date range. It will list how much the invoice was and how much payment was made, with beginning and ending balances.
Tax rate**
You can enter your tax rate into Kennel Connection and have it automatically apply to items on the invoice. Click on File, Business Info. There is a Tax 1 and Tax 2 box. Some areas or countries require two taxes. If you only have one, enter it in the ...
Deposit requirements per module
You can mark clients as requiring a deposit for appointments made to each module. Open the client card, under Financials, Deposit Requirements tab. Check the box for the module(s) that will require a deposit. Choose $ or % and input the amount. When ...
Discounts
You can put a discount on a client's record to be applied to every invoice for that client. You can put an overall discount which will be applied to every item on the invoice, or you can choose to add discounts for specific services/items. Open the ...