How do I allow a client to pay online?
If the client registers online, they have the opportunity to pay online as part of the registration process (depending on your settings). If they choose to pay later, they can login at a later time and go to the My Invoices tab. From there, they can click on the menu icon to the left of the invoice they wish to pay. Then they can click on the Pay Invoice icon to start the payment process.
If you register them internally for services within DogBizPro, you will need to first create an invoice from those individual transactions.
To create an invoice:
- Navigate the client page for the client you want to create the invoice for.
- Click on the Create an Invoice icon.
- Enter the due date, memo and other information.
- Check the box next to the transactions you want to add to this invoice.
- Click Save.
Once the invoice has been created, the client can login to the Client Registration Portal to pay their invoice using the steps above.