With the current MoeGo Invoice experience, collecting payment is simple and streamlined — helping you complete checkout quickly and accurately.
🖥️ Take Payment (Desktop)
Step 1: Open the Appointment
From the Calendar, click on the appointment card once the pet is ready for pickup.
The appointment drawer will open on the right side.
Click “Take Payment” at the bottom of the drawer, then select “Charge Now.”
Step 2: Review the Invoice
The invoice page will open.
Left Side – Invoice Details
Here you can review:
Invoice ID
Service line item
Price and quantity
Service charges (fees)
Subtotal
Discounts
Tip
Tax
Total
Amount paid
Total collected
Outstanding balance
From this page, you can:
Add service charges (fees)
Add product sales (if Retail feature is enabled)
Apply discounts
Add tips
Right Side – Payment Section
You can:
Confirm the client name
Add a description (optional)
Enter payment amount
Select payment method
Service Charge (Custom Fee)
Depending on your settings, fees may:
Be automatically applied to the invoice
Be added manually
To manually add a fee:
Click “+ Add Fees”
Select a fee from the dropdown list
Click Submit
Once added, the fee will remain on the invoice — even if you close the page.
(The same applies to tips, discounts, and product sales.)
Add Discount or Product
Before checkout, you can:
Apply available discount codes
Add product sales
You can apply multiple discounts if needed, based on eligibility.
Add Tip
Click “Tip” to add a tip to the invoice.
Important:
If using custom payment methods (Venmo, Check, Cash, etc.), add the tip before selecting the payment method and charging.
If using MoeGo Pay methods (Card Reader, Card on File, Send Online Invoice), a tip screen will automatically pop up after you click Charge.
Complete the Payment
Select the payment method
Click “Charge”
Once successful, you’ll see a green confirmation message:“Payment Successful!”
If Auto Receipt is enabled (Settings > Auto Message), the receipt will be sent automatically.
The appointment status will update to:
Appointment Finished
Invoice Paid
📱 Take Payment (App)
Go to Appointment Details
Tap Take Payment
Select Charge Now
Review invoice details
Choose payment method
Confirm and charge
Mark appointment as finished
MoeGo Pay vs. Charge Now
MoeGo Pay
Used for processing secure electronic payments, including:
Card Reader
Card on File
Online Payment Link
When using MoeGo Pay, payments are securely processed through MoeGo’s system, and a tip screen will automatically appear during checkout.
Charge Now
Charge Now is the checkout button that allows you to:
Process payments using MoeGo Pay methods (Card Reader, Card on File, Online Link), or
Record payments made through custom payment methods, such as Cash, Check, Venmo, Zelle, etc.
Edit Invoice Items (App)
You can update services, add-ons, service charges, tips, and discounts directly from the invoice when taking payment.
Edit Services & Add-ons (App)
To add or remove services and add-ons:
Tap Add More Items
Select the services or add-ons you want to add
Tap the item to open the options
Select Remove if you want to delete the item
Edit Service Staff or Price (App)
To update the assigned staff member or change the service price:
Tap the service item
Select Edit
Update the staff member or service price
Save the changes
Edit Service Charges (App)
To add or remove service charges (fees):
Tap Add Service Charge
Select the fee you want to apply
To remove a service charge:
Tap the delete icon next to the fee
Add or Edit Tips (App)
To add a tip to the invoice:
Tap Add Tip
Enter or select the tip amount
Note: If you are using MoeGo Pay, when tap on charge, the tip screen will automatically appear. No need to manually add tip on invoice.
Apply Discounts (App)
To apply a discount:
Tap Discount
Choose from the available discount codes, or
Add a one-time discount
The discount will be applied to the invoice immediately.
