Emailing Invoices

Last Updated: Mar 02, 2015 02:02PM CST

Sending an Invoice


Our software deals with each payment or charge as an individual transaction. Invoices are simply a grouping of these transactions. As such you can print or email a single transaction or invoice to your client. You can also print or email a receipt for any payment. 
 

Transactions 


To email a Transaction:
  1. Navigate to the Clients tab.
  2. Find the client.
  3. Navigate to the client's Register tab.
  4. Click Transactions to display the client's transactions.
  5. Click the email icon to the right of the transaction.
  6. An email window will popup. Add any desired message to the email and click send.

To print a Transaction:
  1. Navigate to the Clients tab.
  2. Find the client.
  3. Navigate to the client's Register tab.
  4. Click Transactions to display the client's transactions.
  5. Click the print icon to the right of the transaction.
  6. Follow the prompts to print the invoice.
 

Invoices


To email an Invoice:
  1. Navigate to the Clients tab.
  2. Find the client.
  3. Navigate to the client's Register tab.
  4. Click Invoices to display the client's invoices.
  5. Click the email icon to the right of the invoice.
  6. An email window will popup. Add any desired message to the email and click send.

Note: As long as you do not remove the link from the message, the client will be able to click on the link in the body of the email and pay the invoice online (assuming you have setup online payments in DogBizPro).

To print an Invoice:
  1. Navigate to the Clients tab.
  2. Find the client.
  3. Navigate to the client's Register tab.
  4. Click Invoices to display the client's invoices.
  5. Click the print icon to the right of the invoice.
  6. Follow the prompts to print the invoice.
 

Receipts


To email a Receipt:
  1. Navigate to the Clients tab.
  2. Find the client.
  3. Navigate to the client's Register tab.
  4. Click Transactions to display the client's transactions.
  5. Click the email icon to the right of the transaction.
  6. An email window will popup. Add any desired message to the email and click send.

To print an Receipt:
  1. Navigate to the Clients tab.
  2. Find the client.
  3. Navigate to the client's Register tab.
  4. Click Transactions to display the client's transactions.
  5. Click the print icon to the right of the transaction.
  6. Follow the prompts to print the receipt.

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