Summary

Invoicing is a core function of Gingr. This article explains how invoices work and how the parts fit together.

What to Know

An invoice shows what customers owe your business. In Gingr, it is a list of itemized charges for reservations, additional services, retail items, packages, and more. It lists the quantity and price of each service or item you gave the pet parent. Gingr creates invoices automatically when you check out a reservation or item. An invoice can be in one of these states:

• Estimate: When you create a reservation or appointment, Gingr creates an estimate invoice with the estimated cost. You can apply prepayment directly to an estimate so pet parents can pay before their reservation. You can adjust the charges on an estimate at any time.
• Invoice: When you check out a reservation or item, Gingr converts the estimate to an invoice with the final charges. You can then apply payment. If you do not apply the full payment at check-out, the invoice stays Open. You can apply payment to an open invoice at any time. It stays open until it is paid in full. When it is paid in full, the invoice becomes Closed.

Important: You cannot change the line items, prices, or quantities on an invoice after Gingr creates it. Confirm and adjust charges in the cart before check-out. This includes applying packages and coupons.

Video: Invoicing

Video: Invoicing in the Customer Portal

Related Articles

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