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...
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Client management
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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 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 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... -
How do I process a pre-payment?
This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when... -
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... -
How do I process payments on existing invoices?
Sometimes a client pays their invoice at a later moment in time than when it was created. In that case,... -
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 create an invoice?
When you sell a product or a service to your clients you will need to create an invoice for them... -
How do I set up client categories?
Client categories allow you to group contacts together. You will be able to filter on contacts that have been put...