MoeGo’s New Invoice Module streamlines billing from booking to checkout, ensuring transparency, flexibility, and accuracy. The invoice progresses through three stages—Estimate, Open, and Closed—each with distinct features tailored to business needs.
Key Benefits
Clear Status Tracking: Easily distinguish between draft (Estimate), pending (Open), and finalized (Closed) invoices.
Pre-Service Transparency: Share estimates with clients upfront, including deposits, taxes, and discounts.
Post-Checkout Integrity: Lock finalized invoices to ensure accurate reporting, payroll, and accounting.
Flexible Adjustments: Make supported billing updates after using Check out only and before payment is taken, and use refund or post-payment workflows when needed.
Estimate Invoice (Pre-Check-In)
Generated automatically when an appointment is created.
🔍 Use Case: A client books a daycare stay and receives an emailed estimate with deposit details, ensuring no surprises at checkout.
View Estimate invoice
🔍 Available on both web and app
Go to Appointment Details > View Estimate
Details Shown: Services, fees, taxes, discounts, and deposits paid.
Email Estimate invoice
🔍 Available on web for now. Support for the app is under development.
Go to appointment details > View Estimate > Click on email widget
Customize (signature, notes, staff info)
Input the email address
Send
Print Estimate invoice
🔍 Available on web only.
Go to appointment details > View Estimate > Click on Printer widget
Customize (signature, notes, staff info)
Print or Export PDF.
Open Invoice (Post-Check-In)
Automatically transitions from Estimate once the pet checks in. (You can still print or email an open invoice if needed.)
🔍 Use Case: A dog checks in for boarding, and the front desk adds a bath service mid-stay—updated in the Open Invoice for checkout.
When the appointment is ready to be completed, select Start checkout.
Learn more about Take payment at checkout (Web).
Continue Editing: Add grooming services, products, or adjust discounts.
💡Note: Boarding/daycare services cannot be edited after check-in, but grooming services/add-ons/products can.
Apply benefits: Use store credit, memberships, or packages.
Checkout Options:
Check out only: Finish the appointment without collecting payment. Supported billing details can still be updated before payment is taken.
Check out and charge: Finish the appointment and collect payment during checkout.
📝 Note: If a payment is taken after using Check out only, the original invoice becomes locked from further edits, even if a balance remains. Any remaining balance can still be collected.
Closed Invoice (Post-Checkout + Full Payment)
A Closed invoice means the invoice lifecycle is complete and the original invoice can no longer be edited.
🔍 Use Case: A business completes checkout and collects the remaining balance. The invoice reaches Closed status and the original invoice can no longer be reopened or edited.
If an additional charge or tip is needed after the original invoice is fully paid, use Extra Charge or Extra Tip, which creates a separate invoice.
FAQ
Q: What’s the difference between Estimate and Open invoices?
Estimate: Draft version sent pre-service (adjustable, unpaid).
Open: Active invoice post-check-in (can be paid, refunded, or modified before closing).