Modifying An Owners Balance
To improve the financial reporting of owner balances being modified we have updated the way that you modify a balance on an owners account. You are now able to modify specific bills within an owners balance. This will enable billed out income to be tracked with much more detail.
On the Sales and Income Overview report you will see new entries for "billed charge" and "bill credit". This is specifically for adjustments to billed out income on an owners account. "Staff adjusted credit/charge" will be for editing general credit on an owners account. This also enables you to more easily track your financials with more detail.
Pet Notes Update
Based on the great feedback from our groomers and trainers we have updated our notes section in the grooming and training dashboard. You are now able to leave individual grooming/training notes. You will be able to edit, delete, and track the notes through all of their reservations with you.
You will also be able to update these training and grooming notes directly in the pet card. We have created a drop down menu so that you can choose which area you want to view and update notes. Simply select the drop down menu and select "Facility notes" "Grooming" "Training" to go to the section you want to go to.
Extending Expired Packages
We have now updated the packages section in the owner card so that you can update the expiration date for any package that is expired. All you have to do is click on the owner card, then the package tab, then select the drop down to edit the new extension to the expiration date. Note that the drop down selector says "in 1 month...in 2 months...etc". The "1 month" means that you are extending the expiration date to one month from today. Please see this video for how to extend an expiration to a package when checking out a pet with an expired package. Note that after extending the expiration date, when you go back to the checkout screen, you will want to refresh the screen to get the updated expiration to the package.