Invoices & Transactions

Managing invoices is done most easily from “Billing”. To access “Invoices”, make sure the left-hand menu is open (may require clicking the 3 horizontal bars in the top left corner of the screen). Click “Billing”, then select “Invoices”.

Here you will see a table with all of your invoices. This will include the invoice number, the date it was sent, the date it is due, any discount applied, payments made, the amount due, and the option to view. You can click on the invoice number to open the invoice (the “View” button will disappear after the first time you open it).

Invoices are itemized to show exactly what services are being provided within what time blocks, and on which dates. Any surcharges will also be reflected. At the bottom on the invoice is the option to add a tip and pay with Paypal. The “Pay with Paypal” button can be used to pay via Paypal (if logged in) or via debit/credit card (if logged out). Payment can also be left on the first day of service in the form of cash or check, which will be applied manually to the invoice by Serenity Pet Care Professionals LLC.

To access “Transactions”, make sure the left-hand menu is open (may require clicking the 3 horizontal bars in the top left corner of the screen). Click “Billing”, then select “Transactions”. On this page you can see the payments previously made. It will reflect the date, payment method, Reference number (like check number or paypal invoice), the amount, the invoice number, the amount tipped, and any amount refunded or unapplied. Unapplied balances are generated into credits and are generally used with cancelled payments.