Smarter Invoice & Payment is currently in Beta.
👉 Interested in migrating now? Reach out to your account manager.
Smarter Invoice & Payment is MoeGo's upgraded financial system, built specifically for boarding and daycare businesses.
This page covers the current known limitations of the system.
If you are a grooming business considering migration, please read the grooming-specific section carefully before proceeding.
👉 For a full overview of what Smarter Invoice & Payment includes, see Smarter Invoice & Payment: Overview
Data
Data Migration
For details on what happens to your existing appointments, deposits, and payment records after migration, see the full breakdown in the Smarter Invoice & Payment: Transition Guide.
⚠️ Important: Migration to Smarter Invoice & Payment is permanent. It cannot be undone.
Accounting integrations
Smarter Invoice & Payment does not currently support QuickBooks Online (QBO) sync. If your business uses QBO for accounting, please talk to your account manager before migrating so we can help you plan around this.
Device
Features Not Yet Supported in the Mobile App
When Smarter Invoice & Payment is enabled, some features are currently only available on the desktop version of MoeGo and cannot be performed in the mobile app.
The following actions must be completed on desktop:
Bulk payments – Desktop only
Deposit rule settings – Desktop only
Creating and editing Boarding & Daycare (BD) appointments – Desktop only
Tip splitting and staff reassignment after checkout – Desktop only
📌 Note: Boarding and daycare appointment creation and editing is not designed to support on mobile — this is a separate, pre-existing behavior and is not related to the invoice system.
Feature
Checkout Restrictions
Learn more about Checkout 👈
Using Check out only marks the appointment as Finished without collecting payment.
After checkout, some billing details can still be updated before a payment is taken. Once a payment is taken, the original invoice is locked from further edits, even if there is still a remaining balance.
There is no Undo Checkout option. In Smarter Invoice & Payment, once an appointment is checked out, its Finished status cannot be reverted.
Boarding and daycare services cannot be edited after checkout. Grooming services also cannot be added or removed after checkout, though supported grooming service details such as staff or price may still be adjusted before payment is taken.
If you need to add an additional charge or tip after the original invoice is locked, use Extra Charge or Extra Tip. This creates a separate invoice for the same appointment.
If you discover a mistake after checkout, the correction path is: Cancel → Refund → Recreate the appointment.
Bulk Payment Limitations
Learn more about bulk payment 👈
Tips must be added individually per appointment before processing the bulk payment — a single tip cannot be added across multiple invoices.
No tip screen appears when paying through the online bulk invoice link.
For bulk payments processed directly (not via online link), the system generates separate receipts for each appointment.
Example: Checking out 8 appointments sends 8 separate receipts to the client (via both email and message).
Message receipts still count toward two-way SMS usage.
Refunds
Learn more about refund 👈
Smarter Invoice & Payment supports full refunds and item-level refunds.
It does not support item-level refund for tip only. To refund a tip, go to the client profile > Payment > Refund, and enter the tip amount manually.
Future Dates
Smarter Invoice & Payment does not yet display future-dated appointments in sales-related reports until they've been checked out.
This is a known limitation and we're actively working to resolve it — it does not affect the accuracy of any completed transactions.
📝 Note for grooming-heavy businesses: Because of the limitation above, the grooming calendar mini report may show future dates as 0 rather than the expected numbers. This does not mean those appointments are missing — it's a display limitation we're working to fix.
💡 If your pricing varies by date or by unit (for example, peak-season rates), invoice totals may occasionally not match what you expect after migration. We're actively working on a fix.
In the meantime, we recommend double-checking invoice totals for appointments with variable pricing, and contacting your account manager if you spot a mismatch.
Module
Grooming business
⚠️ Smarter Invoice & Payment is built for Boarding and daycare businesses.
This system was designed from the ground up for boarding and daycare operations. Grooming businesses are not currently part of the rollout plan, and migration is not recommended at this time.
If you run a grooming business and are considering migrating, please read the full section below. Our team can help facilitate the migration, but support for grooming-specific workflows is limited, and the limitations below will apply.
Why was this system designed for boarding and daycare
Boarding and daycare businesses handle complex payment lifecycles — deposits taken at booking, prepayments at check-in, final balance collection at checkout, and refunds across multiple service stays. Smarter Invoice & Payment was purpose-built for this flow.
Grooming businesses, by contrast, typically operate with a simpler, faster payment model: book, groom, pay, done. The structured fulfillment flow in Smarter Invoice & Payment introduces extra steps that don't match how grooming operations work — especially for mobile groomers.
What's different for grooming businesses on Smarter Invoice & Payment
Area | Legacy Invoice (current grooming experience) | Smarter Invoice & Payment |
Checkout flow | Single-step: take payment and finish appointment together | Multi-step: fulfillment, status update, and payment are separated — this feels heavier for grooming workflows |
Edit after checkout | Appointments can be reopened and edited | No undo checkout. Staff and price for grooming services can still be adjusted before payment, but services cannot be added or removed. |
Deposit rules | Manual, flexible | Rules are set at service type level only — cannot vary by individual service |
Tip workflow | Tip can be added during or after checkout freely | Tips can still be adjusted during the regular prepayment flow while the appointment remains active. After using Check out only, once a payment is taken, the original invoice is locked and the tip can no longer be edited on that invoice. Additional tips can be added through Extra Tip after the invoice is fully paid. |
Promotions at checkout | Store credit, discounts, memberships can be applied at any point | Cannot apply promotions after any payment has been collected |
Fulfillment complexity | Simple status flow matches grooming pace | More structured flow designed for front-desk BD operations — may feel over-engineered for solo or mobile groomers |
Specific limitations grooming businesses will face
Checkout cannot be undone. Once an appointment is checked out, its Finished status cannot be reverted. Before payment, some billing details can still be updated, including grooming service staff and price, but services cannot be added or removed. Once a payment is taken after using Check out only, the original invoice is locked from further edits.
Post-payment charges are separate transactions. After the original invoice is fully paid, an additional tip or charge creates a new invoice and generates a separate receipt. Clients will receive an additional email or message for each new charge.
The checkout flow has more steps. The V4 system separates appointment fulfillment from payment collection. For grooming, where these typically happen in the same moment, this adds friction to every checkout.
If you still want to proceed, contact our support team. We will evaluate and facilitate the migration, but please note that grooming-specific workflow issues have limited support at this stage.