• How do I exclude clients from receiving marketing related messages?

    In Animana you can easily send mailings to your clients. We would advise you to create an unsubscribe page on your website where your clients can go to unsubscribe from marketing mailings should they no longer want to receive them. When you receive a notification of a request to unsubscribe…

  • How do I manually add a reminder if I’m using automated reminders?

    When set up correctly, Animana’s powerful reminder functionality will automatically add a reminder to the patient file when you sell a product. For example, selling an annual vaccination will automatically create a reminder with a due date in one year’s time. However, there will be times when you need to…

  • How do I invoice uninvoiced products?

    After adding products to a patient/herd file or client file they will need to be invoiced at some point. The uninvoiced section in Animana displays a list of all products that have been booked to a patient or client record but have not yet been included in an invoice. An…

  • How do I setup my paper format & margins?

    Before starting with Animana – or after purchasing a new printer – you need to configure your paper format. This article explains how you can configure the settings for A4 paper, including adjusting the margins, spacing around your letter header spacing. Before you start Step-by-step instructions Click on in the…

  • How do I setup my label format & margins?

    Before starting with Animana – or after purchasing a new label printer – you need to configure your label format. This article explains how you can setup the label size and margins, and also how to add your clinic information to each label. Before you start Step-by-step instructions Go to…

  • How do I create an internal order?

    Sometimes you need a product at your branch which needs to be obtained from another branch. For this purpose you can create an internal order. When you are relocating products to a mobile pharmacy you would also need to place an internal order to update the batch numbers and expiration…

  • How do I set up Appointment Groups?

    Appointment groups are the tabs in your diary. They allow you to group your appointment columns. For instance, you can create appointment groups based on practice locations or based on the animals that are treated (e.g. farm animals/pet animals). You always have one appointment group and you can create additional…

  • How do I add an entry to an accounting journal?

    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…

  • How do I do a cash count at the end of the day?

    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…

  • How do I manually add a product to the order list?

    It is possible to automatically generate a list of products to be ordered in Animana, these will include products for which the stock level has gone under your predetermined minimum stock level. However, you may not have set the stock level for all products, so this article explains how to…

  • How do I generate a report that shows unsold products?

    For adoption purposes and stock management, it is possible to run a report which shows the unsold products. To be specific, that report lists all the products that have never been invoiced. This article will explain how to pull such a report. Before you start Step-by-step instructions Go to  >…

  • How do I send marketing messages based on product data?

    In Animana you can easily send mailings to your clients. The mailing filters allow you to quickly filter client, patient and product data, so you can send a bulk marketing campaign. This is a great way to inform your clients about new developments or promotions such as a discount campaign,…