Invoices & Billing

Navigate to Dog Walking > Invoices to create, manage, and send invoices to your customers.

Creating Invoices

Invoices can be generated in two ways:

• From an Individual Appointment — Open an appointment and click Generate Invoice to create an invoice for that single service.
• Consolidated Invoice — Select a customer and generate an invoice that includes all their unbilled appointments. This is useful for customers with multiple appointments who prefer a single billing statement.

Invoice Details

Each invoice includes:

• Invoice Number — Auto-generated with a configurable prefix (set in Settings)
• Line Items — Detailed breakdown of services, pets, and pricing
• Due Date — Based on your invoice terms (e.g., Net 30), configurable in Settings
• Payment URL — A unique link the customer can use to pay online via Stripe

Invoice Statuses

• Draft — Created but not yet sent to the customer
• Sent — The invoice has been emailed to the customer
• Paid — Payment has been received
• Void — The invoice has been voided (no payment expected)
• Overdue — The due date has passed without payment

Invoice Actions

• Send — Email the invoice with a payment link to the customer
• Resend Payment Link — Send another copy of the payment link email
• Mark as Paid — Manually mark an invoice as paid (for offline payments)
• Void — Cancel the invoice

Customer Portal

Customers can view their invoices, including status and payment details, from the Invoices tab in the My Account portal.