Every practice has to deal with clients returning a product for a refund and invoice mistakes which need invoice corrections. This article will explain how to use the credit invoice functionality in two different scenarios. The first scenario will explain how to credit a few invoice details, this scenario can…
The purpose of this article is to describe how to process a payment on an invoice using an existing credit or pre-payment amount on a client’s account. Before you start Step-by-step instructions After products have been added to the patient file and the invoice has been created – you are…
The purpose of this article is to describe how to process a refund or credit for an unwanted service or returned product. On occasion, you simply may have made an error in the product that has been booked out. You can follow the workflow below to handle these scenarios. Prerequisites…
Some practices are confronted with bad debtors every once in a while. There are two methods to clear bad debtors. One is to split the invoice amount excluding VAT and the VAT into separate ledgers and the other is to book a credit invoice against the open invoiced amount. When…
This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when you process payments upfront for services and products that will be added to a patient later on. Before you start Step-by-step instructions Open the client file. Click the button Product….
Introduction The purpose of this article is to define financial terms in context of the Financial module within Animana. Animana can be used to create sale- and purchase invoices, book cash, card and other payments. Do journal bookings, create P&L and balance reports. Do vat reporting, monthly invoicing, debtor management,…
Sometimes, a client pays more or less than the invoice amount. This article explains how to deal with these scenarios in Animana. Scenario 1: Received amount is more than outstanding invoice amount If you receive more than the outstanding invoice amount, you can give the surplus back to the client…
The accounting journals in Animana can be used for recurring expenses (such as wages), amortising, as well as splitting up or correcting previous bookings. An accounting journal page has columns for the date, ledgers, and the amount(s) of the debit and the amount(s) of the credit. This article will explain…
In Animana you are able to create your own ledger scheme to keep track of your financial balance, profits, and losses. This article will provide step by step instructions on how to add a new ledger. Before you start Step-by-step instructions Browse to > Financial > Ledger Scheme. The page…
On this page, you’ll find all our help resources regarding how to take payments in Animana. Instructional videos These videos are part of the free online course An introduction to Animana. Click here to go to the course. Help articles Creating a new payment How do I invoice uninvoiced products?…
Sometimes a client pays their invoice at a later moment in time than when it was created. In that case, you will need to find that invoice in the system first and then create a payment against it. This article tells you how to process a payment on an existing…
After charging a client, you will need to process the payment in Animana. This article tells you how to process a payment while being in the process of creating an invoice. Before you start Step-by-step instructions When you have added products to an invoice and have clicked the Create Invoice…
Some practices are confronted with bad debtors every once in a while. There are two methods to clear bad debtors. One is to split the invoice amount excluding VAT and the VAT into separate ledgers and the other is to book a credit invoice against the open invoiced amount. When…
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Animana tracks payments throughout the day. Thus, at the end of the day it expects a specific amount on the card machine and in the cash drawer, based on the recorded transactions in Animana. This article will guide you in solving negative cash differences in your day overview. Before you…
Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. The moment the transaction is complete and the amount has been added to your bank account, you can process it in Animana manually. This article explains how to manually process bank payments in…
The stock activity report will provide you information regarding your stock changes. This article will explain how to generate the report. Before you start Step by step instructions Go to > Reports. In the menu on the left, click Stock Activity Report. Select the date range you want to report…
All practices are confronted with debtors. In this article, we will explain how to select and remind debtors about overdue payments. Before you start Step-by-step instructions Go to > Financial > Debtors. The default view shows you the full list of debtors on the current day. You can use the filter…
With the loyalty program clients can save for free products or discounts. For example you can give 10% discount on each large bag of a certain food and the client will save for a free 11th bag. Saving 5% per purchase will allow for a free 21st purchase. To activate…
The Client Card is an optional module in Animana where you create a digital loyalty card for your clients so they can collection points on (a selection of) products and services. When the points reach a certain level clients can redeem their value. This article will explain how you can…
The “Outstanding Invoices” page provides a summary of all clients who have an outstanding balance. The table displayed provides details of the outstanding balance, the number of open invoices and the date the client last made a payment. Before you start Step-by-step instructions Go to > Financial > Outstanding invoices….
By default, Animana will use a standard default invoice template. It is named “default” and cannot be removed from the system. If no other templates are defined, this template will be used. You can edit the default template, or create other invoice templates. This article will explain how to set…
The new debtors management works for all open invoices and does not contain a selection per location. The objective is to remind multiple invoices at once. Besides this, there is an overview of the total open amount per client. Before you start Debtors management You can design the way you…
Clients that usually do not pay each visit but receive an invoice once a month (or any other set period) can be set up as monthly account clients. Monthly accounts allow you to invoice a group of clients with one click. It is primarily used for large animals and horses…
Throughout, or at the end of the day, you will want to confirm that the money in your cash drawer and card machine, matches the transactions recorded in Animana. Animana produces invoices and tracks expenses throughout the day, so at the end of the day, the system expects a specific…