Introduction

This article will cover how to use the Invoicing feature in Gingr. This is a core function of the app, so it’s important to fully understand how all of the pieces fit together.

Invoices Overview

An invoice is used to communicate what is owed to the business from it’s customers. In Gingr, this is a list of itemized charges for reservations, additional services, retail items, packages, etc. listing the quantity and price of the services or items that the business has provided the pet parent. Invoices are automatically generated when a reservation or item is checked out, and can exist in three states.

1. Estimates - when a reservation or appointment is created, an estimate invoice is generated with the estimated cost of the reservation or appointment. Prepayment can be applied directly to invoices to allow pet parents to pay in advance of their reservation. Estimates can have their charges adjusted at any time.
   
   
2. Invoices - when a reservation or item is checked out, the estimate is converted to an invoice that displays the finalized charges, and payment can be applied. If payment is not applied in full at the time of check-out, an invoice remains in the Open state. Open invoices can have payment applied to them at any time, and will remain open until they are paid in full. Once payment has been applied in full, the invoice becomes Closed.

Important:  The line items, prices, or quantities on an invoice cannot be adjusted after the invoice is created. It's imperative that charges are confirmed and adjusted prior to check out in the cart—including applying packages and coupons.

Video Tutorials

Invoicing

Invoicing on the Customer Portal

Topics

• Get Started with Invoices Topic Outline
• Close Invoices Topic Outline