Billing
By Thalia and 3 others4 authors20 articles
Creating Account Statements for ClientsLearn how to generate client account statements.
Exempting clients from taxes, late fees, or billing statements
Integrated Payments: Installing the Bolt Clover Flex
Payment TypesLearn how to set up the necessary payment types that your business offers
Reconciling Cash
How To Handle a Returned or Bounced CheckLearn how to easily handle a returned or bounced check, so a new payment can be process for the outstanding invoice.
Recording a DepositLearn how to take a deposit, which is easily used later as a credit.
Working with InvoicesLearn how to work within an invoice and the different ways to create a new one.
Working with Refunds and Returns (Integrated Payments)
How to Make a ReturnThis article covers how to make a return within the billing module.
Securely Storing Credit Card Information on FileWhen using DaySmart Payments, you can easily and securely store a client's credit card on file for a streamlined payment process.
Setting up the Integrated Payments - Ingenico Devices
Taking Deposits for Euthanasias
Working With Credits
Working with EstimatesLearn how to create and convert estimates to invoices. Additionally, clients can approve and sign estimates.
Test New ArticleNew Description
DaySmart Vet - Billing FAQQuick answers to our most common Billing and Subscription questions for your account
Payment Terms: Configuring Late FeesLearn about how to manage late fees in your system.
Surcharging with DaySmart VetLearn about DaySmart Payments via Stripe surcharging guidelines, how to enable the feature, and how surcharge information is displayed to customers within DaySmart Vet.
Third-Party Payment ProcessorsThis article covers how to manage payments when using a non-integrated payment processor, such as ScratchPay, PayLow Pro, or PetSwipe.