Invoicing

Invoices provide a way to record deposits or payments, keep track of amounts owing, and are used to generate financial reports. Invoices can be sent directly to clients as email attachments, and payments can be recorded manually by staff, via our Tyro terminal integration, or paid online by customers with our Stripe integration.

While using the software, invoice items are generated automatically based on pricing rules configured in settings.

Note: Invoices can be automatically generated and paid online if you are using the customer portal.

Tip: Unlike a lot of similar software, Pet Manager follows proper accounting methodology when handling invoices, payments, credit notes, overpayments, and refunds. If you are using Xero for your accounting, we offer a Xero Addon which allows automatic synchronization of all accounting related data, including Stripe payments. That can be enabled from Settings > Integrations > Xero.

Creating Invoices

After creating a booking, you will be taken to the Invoices tab of the booking view. Here, you will see the new invoice item(s) awaiting invoicing.

To generate a new invoice, just click the green Invoice button at the top and choose All. If there are multiple invoice items showing, and you only want to invoice a subset, you can click the checkbox of one or more of the invoice items, then click the green Invoice button and choose Selected.

After the new invoice has been generated, you will be taken to the invoice view where you can email the invoice to the client, generate a PDF or record a payment.