Equitotal Help Center

            How to: Invoice and get paid


            How to: Invoice an Owner

            Tap Appointment select Invoice, make next appointment if required (tap on the required date and time). If animal was in the Appointment select service[s] to charge for. Edit price if required. Add new if you want to free type a service that's not in you normal service list. Tick, Add this as a new service, if you want to add it to your list of Services.
            Add a note if you want to write something on the invoice for the customer to view.
            Add email(s) if you want invoice to go to an additional person(s). 

            How to: Invoice a Yard/Barn

            Tap Yard appointment select Invoice, make next appointment if required. Select animal/s to be invoiced and who to invoice.  Animals above the line are ones in the appointment. If their is no option to select who is to be invoiced then this animal is a Yard animal and only the Yard can be billed. Select any additional animals that are at this Yard/Barn. If the animal does not feature in the list you can add one. Scroll down. IMPORTANT only add the additional animal here if the Yard/Barn is paying (Yard animal). If it is an Owner animal (Owner paying) you must create it in the owner record first and select location as this Yard/Barn.

            How to: Invoice without an appointment

            Tap Invoice icon then Add line - Add appointment date to this line if required -  Select the animal - Select the service/s - Save. Add another line to invoice more animals. When finished add any notes and additional emails.

            How to: Get paid - AutoPay

            After invoicing, if your customer has registered for "Autopay" (Direct Debit / ACH) select this method of payment. The invoice will be sent and payment automatically collected. Up to 5 days for the payment to arrive in your account. The appointment will go a different green whilst it is "pending". You can look in your GoCardless (UK/Europe) Stripe (US) account to check progress.

            How to: Get paid - Credit / Debit card

            Tap Send and Take Payment. Select Credit / Debit card and follow the instructions. You must be online the first time this card is used and can take 8 days for payment to do through. If your customer gives you permission you can "save" the card details for next time (important we never store card or bank details of your customers). The second time you select this card to take payment you do not need to be online. 
            New Customers can also now pay you direct from their invoice. If you are not paid at the time of the appointment (Amber) and you are registered with Stripe they can click the Pay button on their invoice. They enter their card details and make payment. The appointment will change to Green so you know they have paid.

            How to: Get paid - All other methods

            Tap Send and Take Payment. Select which method your customer is going to pay you. If you are not sure mark as Unpaid. You can select payment method later. Adding how they paid will be helpful for your bookkeeper later.

            How to: Accept part payment

            Tap Send and Take Payment. Mark UnPaid. Then tap on appointment - Mark as paid - Enter the amount you are part paid and select method. The appointment will stay Amber (not paid). Repeat when you get further payments. When 0 balance the appointment will go Green.

            Updated: 07 Jul 2018 04:35 AM
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