Invoicing
1. Before you can invoice pets they must be listed in your Current Pets.
2. From the Main Menu Click on Booking.
3. Click the Green Add New Button.
4. Select if you are selling the pet to a Business or an Individual Person
5. If you are selling to a business select the business from the list. If this is the first time you are selling to this business then you can click to add them to your list.
6. Fill in any Additional Info you want on the invoice on the next screen.
7. Select the pet(s) you will be invoicing from your list of available pets and click Next
8. If you want to enter the price you sold the dog to the recipient for, enter it here and click Finish and then Confirm.
9. Now your invoice has successfully been created and you can print paperwork by clicking the Paperwork Tab.
2. From the Main Menu Click on Booking.
3. Click the Green Add New Button.
4. Select if you are selling the pet to a Business or an Individual Person
5. If you are selling to a business select the business from the list. If this is the first time you are selling to this business then you can click to add them to your list.
6. Fill in any Additional Info you want on the invoice on the next screen.
7. Select the pet(s) you will be invoicing from your list of available pets and click Next
8. If you want to enter the price you sold the dog to the recipient for, enter it here and click Finish and then Confirm.
9. Now your invoice has successfully been created and you can print paperwork by clicking the Paperwork Tab.
Important! Click the Transfer Pets button once you have completed your invoice to notify the recipient and to transfer the pet data to their KM account as well.
To modify your invoice
1. Use the tabs at the top of the invoice to edit any of the details on the invoice. Be sure to click the Blue Save button whenever you make a change.
2. To remove a pet from an invoice, click on the Pet's tab and then click the Red Remove Link next to the pet.
3. To add additional pets to an invoice, click on the Pet's tab and then click the green +Add Pets Button to select the pets you wish to add and then click Finish.
2. To remove a pet from an invoice, click on the Pet's tab and then click the Red Remove Link next to the pet.
3. To add additional pets to an invoice, click on the Pet's tab and then click the green +Add Pets Button to select the pets you wish to add and then click Finish.
credits and payments
Within this system you can issue a credit to an organization. Any credits issued will be saved until they are redeemed on an invoice as a payment. To view available credits click on the Grey Credits Summary button when you first click Booking from the Main Menu.
1. To issue a credit, first open the invoice. If you are issuing a credit for a particular pet then click on the Pet's tab and then next to that pet click the Green Add Credit Link. Adjust the amount if necessary and click Save. If the credit is not for a particular pet but you would like to add a credit to an organization's account, open the invoice and click on the Credit Tab. Fill in the details of the credit and click Save.
2. When you open or create an invoice for an organization that has available credits, you will see a highlighted note on the invoice that lists the $ amount of Available Credits.
3. To redeem a credit, Open or Create an invoice, and then click on the Payments tab. Under Payment Type, select Credits and enter the $ amount of credits you would like to apply to that invoice and click Save. This will apply that amount as a credit on this invoice and deduct that amount from their available credits.
1. To issue a credit, first open the invoice. If you are issuing a credit for a particular pet then click on the Pet's tab and then next to that pet click the Green Add Credit Link. Adjust the amount if necessary and click Save. If the credit is not for a particular pet but you would like to add a credit to an organization's account, open the invoice and click on the Credit Tab. Fill in the details of the credit and click Save.
2. When you open or create an invoice for an organization that has available credits, you will see a highlighted note on the invoice that lists the $ amount of Available Credits.
3. To redeem a credit, Open or Create an invoice, and then click on the Payments tab. Under Payment Type, select Credits and enter the $ amount of credits you would like to apply to that invoice and click Save. This will apply that amount as a credit on this invoice and deduct that amount from their available credits.