We're excited to bring you MoeGo's most powerful financial upgrade yet. Smarter Invoice & Payments is a complete re-imagination of how your business handles money — faster, more accurate, and built to grow with you.
01 What Is Smarter Invoice & Payments?
Smarter Invoice & Payments is MoeGo's new financial system — replacing the current invoice experience with a smarter, more reliable engine designed specifically for boarding and daycare businesses.
It's not just a new look. It's a new foundation — one that protects your revenue, eliminates financial errors, and makes every checkout cleaner and more accurate.
Why are we upgrading?
As your business grows, so does the complexity of managing deposits, prepayments, balance collections, refunds, and tips. The current invoice system was not built to handle this complexity reliably. Smarter Invoice is.
What does this mean for you?
• No more reconciliation headaches between deposits, prepayments, and remaining balances
• Accurate financial records your team can trust
• A cleaner checkout experience with fewer errors
• Better tools to reduce no-shows and collect payments faster
02 What Changes After Migration
Once migrated, your business will run entirely on the new system. Here's what's different — and why it's better.
Feature Comparison: Legacy vs. New Invoice
Feature Area | Legacy System | New Invoice System |
Invoice lifecycle | Always editable, even after payment | Structured lifecycle: Estimate → Open → Closed |
Deposits | Manual and hard to track, simulated with partial payments | Fully tracked deposits with rules, logs, and receipts |
Prepayment | Limited support for BD workflows | Clean capture before checkout with full lifecycle tracking |
Estimate Invoices | Not supported | Create estimate invoices before checkout |
Bulk payment | Not available | Collect multiple outstanding balances in one action |
Refunds | Payment-level only | Refund specific line items - precise and audit-ready |
Tips & staff attribution | Basic | Structured tip allocation with post-service adjustment |
Receipts | One receipt for the full invoice. | One per payment transaction — cleaner for accounting |
Invoice Edits | Required reverting appointments | Edit invoices directly |
Appointment | Taking payment finishes the appointment | Payment status and appointment status are separated |
Reporting | Fragmented data | Structured, reliable reports |
✅ What stays the same
All your historical data — appointments, invoices, payment records — stays intact.
No data loss. No downtime during migration. Your team can continue working normally.
Your existing appointments in progress will continue to follow normal workflows.
What Migration Data Looks Like
Your existing data doesn't disappear — it carries over into the new system. Here's exactly what you can expect for each type of appointment after migration.
Scenario | What happens to your data | ✅ What you can do | ❌ What's not available |
Upcoming appointments (no deposit collected) | Everything carries over automatically. Your team can continue working exactly as before — no action needed. |
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Upcoming appointments (deposit already collected) | Your appointment and deposit information move over smoothly. The deposit will appear as a partial payment on the record. |
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Past appointments (payment not yet completed) | These appointments are still available with the outstanding balance visible. You can collect what's owed without any disruption. |
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Past appointments (fully paid) | All your historical records are preserved exactly as they were. No data is lost or changed. |
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03 How to Schedule Your Migration
New to Smarter Invoice & Payments?
Before you schedule your migration, we recommend reading the overview to understand what's new and what to expect with product details.
Migration is quick, controlled, and scheduled at a time that works for your business. Here's how it works:
Step 1: See the invitation
As a business owner, you will see an in-product banner on your MoeGo homepage
inviting you to upgrade to Smarter Invoice & Payments.
You will also receive an email or intercom message with the same invitation.
🔍 Note: Only the business owner will receive this invitation — not staff members.
Step 2: Choose your migration date & time
Click "Schedule a time"
Select an available date and time slot that works best for your business.
Review and confirm the migration agreement.
Submit your schedule.
Step 3: Confirmation
Once submitted, your migration time is confirmed. You'll receive a confirmation message with your scheduled date.
💡 Need to change your time? Contact MoeGo Support — they can reschedule for you.
Step 4: Migration completes automatically
At your scheduled time, our data team will switch the invoice version and complete the migration for you in the background.
There is no downtime — your team can continue using MoeGo as normal.
Once complete, your business will be fully live on Smarter Invoice & Payments.
⚠️ Important: Migration cannot be reversed
Once your business migrates to Smarter Invoice & Payments, it is permanent.
The new system uses a different financial data model, which means going back is not possible.
This is why we recommend reviewing this page before scheduling your migration.
04 A Few Things to Know
Smarter Invoice & Payments is a significant upgrade — and like any major system change, a small number of actions or workflow differently than before. Most improvements are already available, with a few finishing touches still rolling out.
For the full details on current limitations and workarounds, visit: Smarter Invoice — Known Limitations & Workarounds
Ready to Upgrade?
Head back to your Invitation and click "Schedule a time" on the banner to get started.
Questions? Our support team is here to help every step of the way. You can also explore step-by-step guides and videos directly in the migration flow.