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Invoices and payments | HappyPet Help
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Invoices and payments
Invoices and payments
Bills, estimates, payments, returns and subscriptions.
How to create an invoice and take payment
Bill a customer, record what they paid, and see what is still owed.
How to send a customer a price before they book
Send an estimate so a customer can see the cost, then turn it into a real invoice if they go ahead.
How to create a subscription plan
Set up a package customers pay for once and use over time.
How to give a customer a subscription
Put a plan on a customer's account and take the payment.
How to use a customer's wallet balance
Hold money in credit against a customer and put it towards a later invoice.
How to record a sales return
Take something back, refund the customer, and put the stock back where it belongs.
