Emailing and Printing Invoices

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 and click on them.
3. Navigate to the client's Register tab.
4. Click Transactions to display the client's transactions.
5. Click the three line icon next to the transaction.
6. From the icon list, click the Email Client Transaction icon.
7. 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 three line icon next to the transaction.
6. From the icon list, click the Print Transaction icon.
7. 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 three line icon next to the invoice.
6. From the icon list, click the Email Client Invoice icon.
7. 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 three line icon next to the invoice.
6. From the icon list, click the Print Client Invoice icon.
7. 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 three line icon next to the transaction.
6. From the icon list, click the Email Client Receipt icon.
7. 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 three line icon next to the transaction.
6. From the icon list, click the Print Client Receipt icon.
7. Follow the prompts to print the receipt.