Managing payments at a boarding or daycare business is more complicated than it looks. Deposits collected weeks before check-in. Prepayments taken at drop-off. Tips added after pickup. Refunds on individual items. Multiple pets checked out at once. All of it needs to be reconciled — accurately, every time.
Smarter Invoice & Payments is built for this. 🤩
1.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 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.
What's new | What it means for you |
Structured invoice lifecycle | Invoices are locked after payment — no accidental edits, clean financial records |
Deposit rules & tracking | Set rules once; the system prompts collection automatically — with a full audit trail |
Prepayment support | Capture prepayment at check-in with clean lifecycle tracking |
Estimate quote | Create and send estimates before checkout; convert to an invoice at check-in |
Bulk payments | Collect multiple outstanding balances in one action |
Item-level refunds/discount/deposit | Specific line items — not just the whole invoice |
Per-transaction receipts | One receipt per payment, including sales, refund, deposit, prepayment, extra charge — cleaner records for accounting |
Separated payment & appointment status | Closing an invoice no longer forces the appointment to complete |
Reliable reporting | Structured data model = reports you can actually trust |
👉 Smarter Invoice & Payment: Overview for more details!
2.What Your Team Needs to Know
Before your migration, we recommend a quick team briefing:
Invoices can no longer be edited after payment is collected. Staff who regularly reopen invoices to make adjustments will need to use the new edit workflow before closing.
Deposits now have their own tracking and receipt. Remind staff not to skip the deposit step — the system handles the reconciliation automatically.
Tips can be adjusted post-service. Staff don't need to collect tips at checkout; they can be added or split later.
The "complete appointment" and "collect payment" steps are now independent. Staff can collect payment without marking the appointment complete, and vice versa.
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
3.What Migration Data Looks Like
Your existing data doesn't disappear — it carries over into the new system.
Here's what to expect for appointments that are already in progress:
✅ No data loss. All historical data stays intact.
✅ No downtime during migration. Your team can continue working normally.
✅ Your existing appointments in progress continue to follow normal workflows.
Scenario | ✅ What you can do | ❌ What's not available |
Upcoming appointments (no deposit collected) |
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Upcoming appointments (deposit already collected) |
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Past appointments (payment not yet completed) |
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Past appointments (fully paid) |
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4.How To Migrate
Migration is quick, owner-scheduled, and has zero downtime. Here's how it works:
Step 1: See the invitation
You'll see an in-product banner on your MoeGo homepage, plus an email or message with the same invitation.
Go to the invitation you received
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.
Once complete, your business will be fully live on Smarter Invoice & Payments.
⚠️ Migration cannot be reversed.
The new system uses a different financial data model, which means going back is not possible. We recommend reviewing this guide fully before scheduling.
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.