Smarter Invoice & Payments is MoeGo's upgraded financial system, designed to give boarding and daycare businesses a cleaner, more accurate way to handle every payment interaction — from the moment a booking is made to the final receipt sent.
Whether you're collecting deposits, processing prepayments at check-in, running bulk payments for multiple boarding stays, or issuing refunds — Smarter Invoice & Payments keeps your financial records accurate, consistent, and always audit-ready.
Why This Matters
Pet businesses don't struggle with selling services. They struggle with getting paid correctly.
Deposits that don't reconcile. Prepayments that go missing. Tips discovered after checkout. Invoices reopened to add a charge — only to break your reports and payout records. These aren't edge cases. For high-volume boarding and daycare operations, they happen every day.
Smarter Invoice & Payments was built to solve exactly this — replacing workarounds with a system that handles the full payment lifecycle cleanly, from start to finish.
Not just a feature update — a financial system upgrade
Smarter Invoice & Payments introduces a new underlying financial data model. This means stronger accuracy, better reporting, and a foundation that scales as your business grows.
What's Protected
Finalized invoices cannot be altered
Once payment is collected and an invoice is closed, the record is locked. No accidental edits, no retroactive changes. Your A/R, payouts, and reports stay clean.
Audit-ready reporting
Every payment transaction is recorded with a full trail — receipts, staff attribution, tip splits, and refunds. Finance teams can trust the numbers.
Built to scale
Whether you run one location or many, the same financial rules apply consistently across your entire operation. Consistent pricing, consistent records, consistent payouts.
Who has access
New businesses are automatically set up on Smarter Invoice & Payments from day one.
Existing businesses are invited to migrate through an in-product invitation — at a time you choose.
👉 Ready to switch? Learn how migration works.
Smarter Invoice & Payments is currently available to boarding and daycare businesses on the Multi-Service Growth or Multi-Service Ultimate plans.
How It Works
A clear invoice lifecycle — from estimate to closed
Every invoice in Smarter Invoice & Payments follows a structured lifecycle. Each stage has clear rules about what actions are available, which protect your financial data and prevent accidental edits after payment.
Once an invoice is closed, it cannot be reopened or retroactively edited. This is by design — it protects your A/R records, payout accuracy, and financial reports.
👉 Learn more: Invoice Lifecycle.
What's New
Smarter Invoice & Payments brings a complete set of tools to support every stage of your payment workflow.
Estimate Invoice
You can now create an "Estimate Invoice" before checking out an appointment.
Generate an Estimate: Staff can create an estimate directly from the appointment view.
Customize and Confirm: The estimate can be customized with a client signature, item descriptions, and business information. It can be emailed to clients or printed out.
Convert to an Invoice: Once checked in, the estimate can be easily converted into an "Open" invoice to collect payment.
👉 Learn more: Invoice Lifecycle.
Deposits Rules
Our new system offers powerful and flexible tools for managing deposits.
Set Deposit Rules: Create deposit rules to automatically require deposits based on service type, date range, or client group.
Collect Deposits: The system will prompt staff to collect a deposit at booking or check-in based on the rules you've set. You can also manually take a deposit at any time.
Track Everything: Every deposit is tracked with an audit log, and the amount is clearly displayed on the invoice. The system automatically calculates the remaining balance at checkout.
Refund or Forfeit: Deposits can be easily refunded to the original payment method or forfeited (e.g., as a no-show fee), with every action logged.
👉 Learn more: Deposit Rules.
Item-Level Refunds
You no longer need to refund an entire invoice to correct a single item.
You can now refund specific line items on an invoice.
The refund method will match the original payment method used.
A refund receipt is generated and linked to the invoice for clear tracking.
The refund status is clearly marked on the invoice.
👉 Learn more: Process Refund.
Bulk Payments
In daycare and boarding businesses, staff often need to collect multiple payments from the same client across recurring visits.
View all unpaid invoices for a client at checkout or in their profile.
Select multiple invoices and combine them into a single aggregated payment.
Automatically apply one payment across all selected invoices.
Keep one clean audit trail with updated invoice statuses.
👉 Learn more: Bulk Payment.
What's Upgraded
Take Payments & Split Payments
Collect payments at checkout with accurate invoice tracking.
👉 Learn more: Process Payments.
Send Receipts & Transaction History
A receipt is generated for every individual payment — not just once per invoice. Cleaner records for accounting-focused owners.
👉 Learn more: Send Receipts.
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Getting started
Before checkout
At checkout
After checkout
Still have questions? Contact MoeGo Support — we're here to help.