Invoices & POS
The invoice lifecycle, taking payments at the terminal, voiding and modifying invoices, and cards on file.
Deposit Policies
Set your own deposit amounts and cancellation refund rules, per service, for normal dates and holidays.
Deposit Matrix
Deposit types, cancellation tiers, and worked examples now live in the Deposit Policies guide.
Store Credit & Refunds
Issue refunds from an invoice, understand where store credit comes from, and spend it at checkout.
Coupons & promo codes
Create promo codes and prepaid daycare coupon packs, auto-apply a code from a Google Ads campaign, and track what worked.
Tax Configuration
Apply accurate, automatically synced tax rates to invoices using Petsoft's Zip2Tax integration for your facility's location.
Cosairus Payment Services
How Petsoft partners with Cosairus Payment Services (CPS) and Elavon to enable credit card processing, and how to export your facilities to start boarding.
Ingenico Lane 5000 Setup
Step-by-step installation guide for the Ingenico Lane 5000 credit card terminal, Elavon Commerce Web Services, and the Petsoft Certificate Update Agent.
Card terminal troubleshooting
What to check when Petsoft reports it was unable to communicate with your Ingenico Lane 5000 card terminal, and what to send Petsoft Support if it still fails.