Invoices Waiting Payment

Pet Manager provides an easy‑to‑read overview of all invoices that are still awaiting payment, giving you a quick snapshot of any outstanding amounts across your customers. Having everything grouped in one place means you don’t need to search through individual accounts or reports, you can instantly see who still owes money, how much is due, and which bookings the invoices relate to. This makes it much faster to follow up on unpaid balances, keep your accounts up to date, and maintain a smooth cash‑flow process.

To find and manage your Invoices Waiting Payment, go to: Customers > Invoices Waiting Payment

You can also configure your dashboard to display a live tile, giving you quick and easy access

The blue text on the page is clickable and will take you directly to the corresponding information. E.g.. Customer name will take you to the Customer Profile and Invoice number will take you to the Invoice.

From this page, you can quickly view all key details at a glance, including:

• Invoice Reference & Customer Information 
• Location (if Multi-site enabled).
• Invoiced- The date the invoice was created.
• Cost - The total cost of the invoice.
• Owing - The amount owing on the invoice.
• Credit Available - If the Customer has credit to use.
• Status - The Invoice Status. E.g.. Awaiting Payment, Partially Paid, Overdue.
• Booking Status - E.g.. Checked Out, Forthcoming, Cancelled.

• Actions - You can view the invoice by clicking into , or if you click on the arrow beside it, you will have the option to:

  

• Make Payment - Record Payment on Invoice.
• Allocate Credit (If available) - Allocate Credit on Invoice.
• Stripe Payment (If enabled) - Will open up the Stripe Online payment form
• Stripe Terminal Payment (If enabled) - Will open the Stripe Terminal instruction form.
• Tyro Payment (If enabled) - Send the invoice to the Tyro Terminal for Payment.
• Bulk Payment - Create a Bulk Payment, and choose to allocate amounts to the invoice.
• Credit Offset - Will create a new credit and allocate it automatically to the invoice, essentially wiping it.
• Send Custom Email - Will open the email wording for Invoice, so you can send it to the Customer.
• Void - Voids the Invoice.
• Edit - Allows you to edit the invoice date, due date and add Notes.

The Search bar lets you quickly look up an invoice.

To help you search efficiently use information like:

• Invoice Number
• Customers Name

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

Select Type - Enables you to filter by Invoice due date. E.g.. Overdue, Due, Due less than 2 Days.

Select Location - Enables you to filter bookings by location when using the multi location plans.

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

Select Status - Filter by Booking Status. E.g.. Awaiting Checkin, Cancelled, Forthcoming Booking.

Toggle 'Invoiced' or 'Due', and enter a date range into the Start and End fields to filter the list by your desired timeframe.

If you want to show more or fewer entries on the page, use the dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On Invoicing - Invoicing

On recording a Payment - Adding Manual Invoice Payments

Send manual emails - Sending Email Templates Manually