How do I send an email to a client in Animana?
Communicating with your clients is an important activity that you do all day, every day. One of the great functionalities...
- Home
- Knowledge Base
- Getting Started
- Client management
Client management
-
-
How do I set up monthly accounts?
Clients that usually do not pay each visit but receive an invoice once a month (or any other set period)... -
How do I process a payment against an existing credit or pre-payment?
The purpose of this article is to describe how to process a payment on an invoice using an existing credit... -
How do I create multiple financial statements at the same time?
If you need to create multiple financial statements for multiple clients at the same time, you might want to have... -
How do I change the owner of a patient?
Patients sometimes change ownership when they move from one owner to the next. If both owners are in Animana, the... -
How do I add a new contact?
Contacts such as clients, referring vets and suppliers can be added by clicking the new contact button on the navigation... -
How do I remove a client from my client portal?
The client portal enables you to grant access to those clients that have herd files available in Animana. It grants... -
How do I add a new client to the client portal?
The client portal enables you to grant access to those clients that have herd files available in Animana. It grants... -
How do I add an attachment to a client file?
Sometimes, there are certain documents, images or other files you want to link against a client file. You can do... -
How to refund or credit a service or returned product
The purpose of this article is to describe how to process a refund or credit for an unwanted service or...