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Billing

4 authors24 articles
Account Receivable Reconciliation Report
Charitable Funds Management
Creating Account Statements for ClientsLearn how to generate client account statements.
Exempting clients from taxes, late fees, or billing statements
How to Handle a Returned Check
Integrated Payments: Installing the Bolt Clover Flex
Payment TypesLearn how to set up the necessary payment types that your business offers
Reconciling Cash
Recording a Bounced Check
Recording a Deposit
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)
Working With Returns
Securely Storing Credit Card Information on File
Setting Payment Terms for Invoices
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
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.