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 set up online paymentsTurn on card payments for your invoices, tell Stripe about your business, add your bank account and go live in about ten minutes.Read guide How to let your clients pay invoices by cardTurn on the master card payments switch, see exactly what your client sees on an invoice, and keep bank transfer and cash working as before.Read guide How to choose which clients can pay onlineSwitch card payments on for individual clients, change several at once, and use the same switch from the client's own profile.Read guide How to track your card payments in PawLoopUse the Card payments tab to see totals, follow every payment by status, and match a payment to its invoice or to your payment portal.Read guide How to open your payment portal from PawLoopOpen your own Stripe business portal straight from PawLoop, sign in with the six-digit code, and know what belongs there rather than in PawLoop.Read guide Your payment portal explainedWhat Home, Payments, Balance, Reports, Tasks and Settings are for in your Stripe business portal, and what each payment status means.Read guide Payouts: when the money reaches your bankThe difference between a payment and a payout, how long the money takes to arrive, and how fees are taken before it lands.Read guide How to change the bank account your payouts go toUpdate the bank account your card payments are paid into, what to check before you switch, and what happens to payouts already on their way.Read guide How to keep your payment details up to dateUpdate your business and personal information, change the email or phone you sign in with, add team members to the portal and clear verification tasks.Read guide Online payments: fixing problems and getting helpWhat to do about failed payments, refunds, disputes and missing payouts, and who to contact for which kind of problem.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 set up and configure overdue remindersChase unpaid invoices automatically once they pass their due date, or send reminders yourself in one click.Read guide How to set up late feesTurn on an automatic charge for invoices that are still unpaid after their due date.Read guide Late fee options explainedFlat fee or percentage, the least and most you will charge, and how the grace period works.Read guide How late fees are charged and invoicedWhat the daily check does, how a fee reaches the client's balance, and where it shows up on their next invoice.Read guide How to waive or remove a late feeTake a late fee back off a client's balance, either for good or so the invoice can be charged again.Read guide How to set up group pricingSet one price list and apply it to as many clients as you like, instead of editing each client one by one.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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