Which settings are required for invoicing a pet health plan? When you’ve created a Pet Health Plan (PHP) and have assigned it to a patient, the costs of the plan...
In focus: Processing a payment On this page, you’ll find all our help resources regarding how to take payments in Animana. Instructional videos These videos...
How do I create a financial statement? In Animana you are able to create a Financial Statement which provides a detailed list of invoices and payments for...
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 process payments while creating an invoice? After charging a client, you will need to process the payment in Animana. This article tells you how to process...
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...
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 process incoming bank payments? Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. The moment the...
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 do I create invoice alerts? Animana allows you to show an alert to the users when they are creating an invoice or after they have...