In the Menu: Locate the customer in the Customer/Pet List or search for the customer. Once found, click the New Transaction button to load the Transaction form. Complete the entry of the invoice as described in the next section. Save the invoice when finished. To invoice an existing booking in a Calendar: Right click the… Continue reading Adding a new invoice
Follow these steps to change a pet’s owner: Follow the instructions to edit the pet. If the new owner is not a customer, change the Status field to “Changed Owner – External”. If the new owner is an existing customer, change the Status field to “Changed Owner – PetLinx”. Then select the new owner from… Continue reading Changing a pet’s owner
In the Menu (search by name): Above the Customer/Pet List, click in the field labelled “Enter text to search”. Start typing any part of the pet’s name, and any customers with pets matching will be shown. To search for all pets including those with a status of “Inactive”, “Deceased”, or “Changed Owner”, ensure Show Non-Active… Continue reading Searching for a pet
In the Pet flyout: Locate the pet in the Customer/Pet List (you may need to click the small arrow to the left of a customer to view their pets) or search for the pet. Once found, double click or hit the ENTER key to open the pet flyout. Click Edit in the top right corner… Continue reading Editing a pet
Follow these steps to delete a pet – please note that you are only able to delete pets that do not have completed bookings: Locate the pet in the Customer/Pet List (you may need to click the small arrow to the left of a customer to view their pets) or search for the pet.… Continue reading Deleting a pet
In the Menu: Locate the pet’s owner in the Customer/Pet List or search for the customer. Once found, click the New Pet button to load the Pet form. Enter all required information; the minimum information you need to enter is the pet’s name and type. You can add your own pet attributes; this is your… Continue reading Adding a new pet
You can configure PetLinx to display a list of customers with outstanding balances (i.e. who are in debt to your business) when it starts, to enable you to follow up overdue payments. To enable this, tick “Show Customers With Outstanding Balances” in the System Options – Form Settings tab. When you start PetLinx again… Continue reading Viewing customers with outstanding balances
In the Menu (search by name): Above the Customer/Pet List, click in the field labelled “Enter text to search”. Start typing any part of the customer’s name, and any customers matching will be shown. To search for all customers including those with a status of “Inactive”, ensure Show Non-Active is ticked first. When finished click… Continue reading Searching for a customer
In the Customer flyout: Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER key to open the customer flyout. Click Edit in the top right corner of the flyout to open the Customer form. Make any changes you require to the customer record. Click… Continue reading Editing a customer
Follow these steps to delete a customer and any of their associated data such as pets and bookings. Please note that you are only able to delete customers that do not have transactions raised against them: Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit… Continue reading Deleting a customer
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Support: support@petlinx.com
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UK / Europe: +44 20 8144 9142
Australia: 03 9028 2709
New Zealand: 09 889 2780
