How to Send an Invoice

Whether you've already created an invoice template or not, you can still send invoices for payment to anyone in your Pawlytics database. This walkthrough will teach you how to send invoices for payment.

To start, navigate to the appropriate financials tab - either inside a pet, person, or partner profile:

Or directly to the general financials section of Pawlytics:

If you're starting from inside a pet, person, or partner profile, you'll click the blue button that says Add New Transaction:

If you're starting from the Financials section, click the Action button in the upper right:

Click the first option to Send Invoice:

Select the person you're sending the invoice to

(Note: If sending from a person's financial tab, this will already be applied and you can skip this step):

Next, choose if you'd like to start from a premade invoice template, or skip this selection if you're sending a custom, one-time invoice:

Next, if you're not using an invoice template, you'll need to assign a Revenue Subtype. If you don't see the appropriate subtype for the type of invoice you're sending, you'll need to create it inside your financial settings.

Note: If using an invoice template, this field will be auto-filled

Next select if this payment needs to link to a pet. You can choose to use the pet's adoption fee for the invoice (automatically linking the payment to the pet profile) or choose to just link the payment amount to the pet without using the adoption fee - and yes, you CAN add multiple pets!:

Note: If sending an invoice from a Pet's financial tab, the payment will automatically link to that pet, you only need to select if you want to use the Adoption Fee.

WHEN ADDING A PET, be sure that after you select the pet from the dropdown, you select the Add Pet button. If you do not see the pet added to the invoice as in the screenshot above, the pet has not been properly linked:

If you're not using an invoice template, the next step will be to add any line items or discounts, and same as before when adding a pet, be sure to click the Add button to add it to your invoice:

There is a plus button next to added line items in case you need to add multiples of a specific item:

Note: If using a template, these items can still be edited as needed to add or remove line items and discounts

Lastly, you can give the option for the person to add an additional donation to their payment, you can add tax if merchandise items were purchased, select which users need to be notified once the invoice is paid, and add any notes that are internal to your team.

Note: The internal note will show in your {transaction tables} for your team's records, they will not display to the person receiving and paying the invoice.

Click to preview the invoice and you will have the opportunity to verify that everything looks correct before sending:

You'll see a confirmation message letting you know your invoice was sent! 🎉

Once paid, a receipt will automatically be emailed back to the payer:

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