Billing

Billing Options
The Billing Options are managed from the Billing > Billing Options page. Here you can setup how the system handles billing and invoicing. General Y...
Mon, Apr 6, 2020 at 11:05 AM
Payment Processing Options
Precise Petcare supports a number of different online payment gateways. For directions on how to setup your gateway see How do I setup credit card / eCheck ...
Mon, Apr 13, 2020 at 2:30 PM
Creating Invoices Manually
Invoices are managed from the Billing > Invoices page. This is where you can perform all invoice-related actions. For directions on how to invoice automa...
Fri, Apr 3, 2020 at 3:22 PM
Auto Invoicing
With flexible creation scheduling and auto sending to client, Auto Invoicing will allow all of your invoicing to be completely automated. Here's how it...
Mon, Apr 6, 2020 at 11:06 AM
Making Changes and Merging Invoices
Editing Invoices Once an invoice is created you can change the details and charges in the invoice. This is recommended BEFORE sending it to the client (...
Wed, Dec 5, 2018 at 10:48 AM
Sending Invoices and Quotes
Upon creating an invoice the client won't be able to view it or receive any automatic reminders or overdue notices until it has been sent.  Invoices ...
Fri, Apr 3, 2020 at 3:24 PM
Charging Credit Cards
If you're using one of the "Integrated" payment gateways (see How do I setup credit card / eCheck processing?) you will be able to keep cli...
Fri, Apr 3, 2020 at 11:34 AM
Creating and Applying Manual (check/cash) Payments and Credits
All of your incoming payments can be added to the system and applied to invoices. This is done from the Billing > Transactions page. For directions on...
Mon, Apr 6, 2020 at 11:23 AM
Surcharges
The surcharges (managed from the Petcare > Services & Times > Surcharges page) are a powerful way for you to automatically add extra fees and/or e...
Tue, Mar 24, 2020 at 1:42 PM
Refunding Payments
There may be times you will need to refund payments. The actual refunding of money happens at your merchant gateway's site if you are refunding back to...
Tue, May 22, 2018 at 11:40 PM