This new invoice interface is currently in Closed Beta, and access is by invitation only.
At this stage, it is available exclusively on the desktop version of the platform.
New Invoice V4 introduces a redesigned invoice and payment system built specifically to support the real-world workflows of pet care businesses—including boarding and daycare.
This update improves how you create estimates, collect deposits, take payments, issue refunds, and track financial records, all while reducing errors and manual work for your team.
Feature Comparison: Legacy vs. New Invoice V4
Feature Area | Legacy System | New Invoice System |
Invoice Status | Always editable, even after payment | Structured lifecycle: Estimate → Open → Closed |
Deposits | Simulated with partial payments | Fully tracked deposits with rules, logs, and receipts |
Estimate Invoices | Not supported | Create estimate invoices before checkout |
Refunds | Full invoice only | Refund specific line items |
Receipts | One receipt for the full invoice. | Multiple receipts for different payments on the invoice |
Invoice Edits | Required reverting appointments | Edit invoices directly |
Appointment | Take payment finish the appointment | Payment status and appointment status are separated |
Reporting | Fragmented data | Structured, reliable reports |
Core Payment Workflows
Take Payments
Collect payments at checkout with accurate invoice tracking.
👉 Learn more: Process Payments.
Split Payments
Send Receipts
👉 Learn more: Send Receipts.
Review Transaction History
Core Improvements
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.