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13 docs tagged with "Billing"

Invoices, payments, fees, deposits, refunds, and card processing: how Petsoft charges customers and records what they pay.

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Card Processing and Fees

An overview of Petsoft's integrated credit card processing through Cosairus Payment Services and Elavon, including features, processing rates, monthly fees, terminal options, and how to get started.

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.

Checking Out Customers

The invoice lifecycle, taking payments at the terminal, voiding and modifying invoices, and cards on file.

Connecting QuickBooks Online

Connect a facility to QuickBooks Online, map your chart of accounts, choose what Petsoft sends, and control what it reads back from QuickBooks.

Cosairus Payment Services Integration

How Petsoft partners with Cosairus Payment Services (CPS) and Elavon to enable credit card processing, and how to export your facilities to start boarding.

House Food

Set up a House Food product so pets can eat the facility's own food during a stay, and understand how Petsoft calculates and bills its quantity.

Ingenico Lane 5000 Installation Guide

Step-by-step installation guide for the Ingenico Lane 5000 credit card terminal, Elavon Commerce Web Services, and the Petsoft Certificate Update Agent.

Refunds & store credit

Issue refunds from an invoice, understand where store credit comes from, and spend it at checkout.

The Free plan and Trial status

Understand the permanent Free plan, its pet and employee limits, how integrated payments raise them, and how Trial status works for organizations on a paid plan.

Tip Adjustments

How to let customers add a tip on your Ingenico Lane 5000 card terminal, which percentages you can preset, and how a tip appears on the invoice, receipt, and reports.