Backup (Desktop editions only): This section enables you to do a database backup, and controls the AutoBackup settings. Please note if using the Desktop Network edition, backups and the AutoBackup function will only work when run on the computer or server which hosts the database. “Last Full Backup” shows the latest date and time that… Continue reading Backup and Archive
Your business details are displayed in invoices and receipts. Please Note: It is important to ensure you have your correct country selected, as this dictates how addresses and other information are displayed throughout the program. If you have your business logo stored as an image file on your computer, you can upload it into PetLinx… Continue reading Business Details
The Messaging Center provides management of all messages originating from PetLinx, including booking confirmations and reminders that are scheduled to send automatically. It also contains a log of sent messages which can be filtered by date, customer, and message type. Status Shows if email and SMS capabilities have been setup in PetLinx. The settings… Continue reading Using the Messaging Center
If you use Quickbooks to handle the accounting side of your business, you can quickly and easily transfer your PetLinx data into it. PetLinx customers, vendors, services, products, prepaid credits, invoices, and payments can all be exported to Quickbooks. Please note Quickbooks is NOT required to use PetLinx. To export to Quickbooks, do the following:… Continue reading Quickbooks Export
The Reports Setup tab enables you to specify the version of the reports to be used within PetLinx; either the standard version supplied with PetLinx or a custom version of the report that you can create yourself. Note: If you are using the multi user edition of PetLinx, users with the “General User” security group… Continue reading Reports Setup
There are over 70 reports and charts available in PetLinx. The Reporting Center allows you to print, preview, or export to PDF any of the reports and charts using a wide set of criteria. Some of the forms in PetLinx also allow you to print or preview the reports that relate to them, for example… Continue reading Printing Reports and Charts
Use the Extract and Mailout tab when you want to extract the complete set of data from the various areas in PetLinx such as customers, pets, bookings, and transactions. You’ll then be able to filter the extract down if needed, then export it in a variety of formats or even use it as the basis… Continue reading Extract and Mailout
Follow these steps to edit a prepaid credit. Open the Prepaid Credits form if it is not already open. In the list on the left hand side of the form, click on the prepaid credit you wish to edit. Make any changes you require to the prepaid credit record – the form will be set… Continue reading Editing a prepaid credit
Follow these steps to delete a prepaid credit – please note that you are only able to delete prepaid credits have not been included in any customer invoices: Open the Prepaid Credits form if it is not already open. In the list on the left hand side of the form, click on the prepaid credit… Continue reading Deleting a prepaid credit
Follow these steps to add a new prepaid credit: Open the Prepaid Credits form if it is not already open. Click the New button in the PetLinx ribbon. Enter all required information. “Retail Price” is the default price and can be changed when a customer purchases the prepaid credit. “Serial/Part Nbr” allows you to enter… Continue reading Adding a new prepaid credit
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