Editing an Invoice - Adding discounts and charges

Sometimes you need to add a discount or an extra charge to an invoice. you can do that from three places.

• After you or your staff have made a booking, a pop up box saying booking confirmed and invoice created will show, on this is an edit invoice button. OR
• Go to Transactions, top section shows you all invoices - find the one you want and edit.

Adding Discounts/Modifiers

Note: For permanent modifiers, you can set them up against each owner so they automatically show on the Invoice

• Once you have found the invoice and have clicked on Edit
• Click into Modifier and select a Modifier e.g late pick up fee
• The screen will adjust and the Grand Total will update
• You can also put notes on the invoice if you need to explain the charges.

Adding another booking or a One Off Booking

• Click on Add item - if this is a one time only i.e another dog joined the dog for just this day.
• Fill in the details and the invoice will update.
• If you want to add another booking, you will see bookings for this dog in the list, just click on the one you want to add.
• Once complete you can click on send invoice and then save
• This will send the invoice to the client
• If you have payment now, you can click on Send and Go to Payment.

Note: An invoice has to be saved before it can be Voided.