Help CenterMany facilities require a deposit at the time of booking a reservation. In some cases, clients may choose to pay more than the required amount so the extra funds can be applied toward a future visit, or they may simply want to keep a credit on file for later use.
In Kennel Connection, applying a deposit or credit is a quick and simple process!
You are able to add credits to the client's account or add a deposit to the appointment screen and use that to pay an invoice.
To add a credit, go to the client card and click on Financials.
Click on Add a Credit.
Enter the amount and hit Pay.
Choose the payment method:
-Cash
-Check
-Credit Card Stored or Manual - The client has a card stored on file or you will manually enter the number.
-Credit Card Reader Terminal - The client will swipe or insert his card in person.
-Payment Link - Sends a Text to Pay link for the client to pay. Click here to learn more about Text to Pay.
Enter the amount.
If this is a cash payment, you must enter the amount of cash given and Kennel Connection will calculate the change due back.
Hit Process.
To add a deposit on an appointment, open the appointment and click the Deposit button.
Enter the payment amount here, choose the payment method and hit Process.
This amount is now on the client card as a credit.
To use the credit, hit Pay on an invoice.
It will open up the Receipt screen to show the invoice you're paying is highlighted in green with the Pay box checked by default.
It will display any unpaid invoices and credits/deposits/prepayments that this client has.
Click the Apply box for the deposit you want to apply.
KC will calculate the new total after using the deposit.
In this example, the client still owes $60. Click Pay $60 to bring up the make payment screen.
Choose the payment method.
Enter a tip if desired.
Click Process to save the receipt.
In this example, the client has multiple deposits that were paid at different times. Here, we are selecting both of the deposits to apply to this invoice.
You can see now that the deposit amount covers the entire invoice. Our new total is $0.00.
Click Pay $0.00
The Make Payment screen now shows your payment method is a Credit.
Hit Process.
You'll see the Paymnt Successful message in the bottom right corner of your screen.
