Invoicing

This tab contains settings used when creating, printing, and emailing invoices and payments.

• “Next Invoice/Payment #” displays the next number which will be allocated when an invoice or payment is created, this can be changed if required.
• “Show Tip Field” if unticked will hide the Tip field from being shown on the Invoice tab and printed invoice (applicable for countries where tips are not normally paid).
• “Set Bookings to Completed when added to an invoice” if ticked will automatically change the status of all bookings added to an invoice to “Checked Out and Completed”, if their status is still set to “Future Booking” or “Checked In”.
• “Use Linked Payments” if ticked enables payment records to be “linked” to an invoice, useful if invoices can be paid off by the customer making multiple payments. If using the Boarding module it is recommended to have this setting ticked so that booking deposits are brought through onto invoices correctly.
• “Number of copies to print” – when the “Print Invoice” button is clicked on the Invoice tab, this controls how many copies will be printed.
• “Title” is printed at the top of the invoice and can be changed to whatever is required, for example certain countries require invoices to have the title “Tax Invoice”.
• “Show Boarding Charge Rate” (Boarding module only) controls whether the daily boarding charge rate is calculated and shown on the printed invoice.
• “Show Tax Number” if unticked will hide the Tax Number from being shown on the printed invoice.
• “Footer Message” is printed at the bottom of the invoice and can contain any message that you want to display here, such as a thank you message.

If you reside in the USA or Canada you can enable processing payments through PetLinx using a merchant account. For further information please see Processing Payments with Global Payments.