Getting started with Invoicing for Pet & Trade (beta)

Jump to:

• Invoicing Roles & Settings
• Invoices page
• Create an invoice
• Invoice status
• Pay, download, or void an invoice
  
  • Goods and services
  • Payments & Adjustments

Set invoicing Roles & Settings

Go to Admin > Users > Roles

Go to any Role you would like to grant Invoicing permissions

Under System > Financials you can grant permissions to:

Under System > Financials you can grant permissions to access:

• Invoices (all)
  • Create invoices
  • Pay invoices
  • Void invoices

Make your selections for this Role's permissions > Save

Invoices Page

From the top navigation bar select Financials > Invoices

This takes you to the Invoices page

Here, you can:

• Create invoices
• View invoices

Create an invoice

You can choose to:

• Create
• Save Draft
• Delete

Create an invoice

Navigate to Invoices page. Financials > Invoices

From the Invoices page choose to > Create invoice

Complete the invoice fields:

• Payer
• Branch
• Invoice date
• Due date
• Memo
• ☑️ Check all cases to include on the invoice

Select cases to invoice  >  Add  >  Create

A confirmation pop-up will ask to proceed creating an invoice with some unsigned cases.

To proceed choose to > Create

You’ll see a green confirmation message once your invoice is successfully created.

Save a Draft

Once you have cases selected > Save draft

You can choose to Save a draft from the create invoice pop-up. Simply choose to  > Save draft

  A green confirmation pop-up appears once the draft is saved.

Delete invoice drafts

From the invoices page > open an existing invoice > Delete

Confirm you'd like to Delete draft on the pop-up message  > Delete

Pay, Download, and Void an invoice

Pay an Invoice

To Pay an invoice, go to Financials > Invoices

Open an invoice or draft to pay  >  Add payment

Next, Select payment option:

• ACH
• Cash
• Card
• Check
• Preneed payment

Complete all remaining payment details:

• Payment date*
• Payer*
• Email receipt:
• Memo
• Additional details for certain Payment Types:
  • ACH
    • Reference number
  • Check
    • Check number

• • Card
    • Card type
    • Card type: Other

When all payment details have been entered > Pay 

A green confirmation appears when payment's been processed.

Download invoices

Find an invoice to download  >  open the invoice actions menu  >  Download

Void invoices

From Invoices page > select an invoice or draft >  Void or Cancel invoice

Edit & delete payments

To edit payments, start from the Invoices page  > open an invoice

Go to its Transactions tab  > open the payment actions list  >  Edit

Edit payment details: payment method, payment amount, payment date, receipt number, email reciept.

Once edits are complete be sure to hit  > Save.

And confirm edited pay details on the pop-up message.

Delete payments

Go to Invoices  >  Transactions tab >  open its payment actions menu  >  Delete

Confirm you'd like to delete invoice in the following confirmation pop-up.

Goods and Services

On the Goods & Services page there's a new Invoices column located in the Sign Case section.

Invoice links tied to this case are listed in the new Invoice column.

Click an invoice link to be re-routed to view the invoice and its invoice details.

Payments & Adjustments 

On the Payments & Adjustments page you now see Invoice links

Invoice links are tied to their payments and adjustments on this case will be shown and linked under Details.

Simply click any invoice link to be re-routed to the invoice and view any associated transaction history or activity.

Need help? Email support@passare.com or call (800) 692-5111.