Guide category
Billing and money
Create invoices, record payments and understand your finances.
How to configure your invoice payment informationSet your bank details, payment terms and invoice numbering so clients know how to pay you.Read guide How to bill your clients for unbilled workFind everything you've done but haven't invoiced yet, and turn it into invoices in a few clicks.Read guide How to create a one-off invoiceRaise a single invoice for a client outside your normal billing run.Read guide How to record payments and keep track of who owes whatMark walks, stays and invoices as paid, and see at a glance who still owes you money.Read guide How to record whether an invoice was paid by bank transfer or cashMark invoices paid by bank transfer or cash, in bulk, from the list, or inside the invoice itself.Read guide How to log expenses (one-off and recurring)Record what you spend running your business, from a one-off supply purchase to monthly insurance.Read guide How client credit worksSee how cancellations create credit automatically, and how to make a manual credit adjustment.Read guide How to set up a cancellation policyCharge clients for short-notice cancellations automatically, with the option to override the price when needed.Read guide How to set up Automatic BillingLet PawLoop raise invoices on your billing day, either leaving them in Drafts or emailing them out, with a summary after every run.Read guide How to read your reportsUnderstand the Overview, Income, Expenses, Profit & Loss, Payments, Clients and Services reports.Read guide How to share an invoice on WhatsAppSend a client a secure link to their invoice straight from WhatsApp.Read guide How to void an invoiceCancel an invoice that shouldn't have been raised without deleting the record.Read guide How to turn on and set up depositsSwitch deposits on for your business and set how much to ask for on services and boarding, and how long clients have to pay.Read guide How to take a deposit on a bookingAdd a deposit to a walk, day care booking or boarding stay, change the amount, and see its status at a glance.Read guide How to invoice a deposit and deduct it from the final billRaise an invoice for a deposit, track it in Payments, and see how a paid deposit comes off the final invoice for the booking.Read guide How to turn on VAT and choose your VAT settingsSwitch VAT on, add your registration number, set your rate and say whether your prices already include VAT.Read guide How VAT is shown on your invoicesWhat a VAT invoice looks like in PawLoop, how the totals are worked out, and how credit, payments and voids behave.Read guide How VAT is shown in your reportsWhere to find your VAT total, which figures exclude VAT, and why some VAT is marked as estimated.Read guide
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