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 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 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 invoice uninvoiced products? After adding products to a patient/herd file or client file they will need to be invoiced at some point. The...
Insured Patients and admin fees Select whether Insured Patients are charged admin fees by Invoice Type When working with insured patients, you can now define...
How do I email invoices 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 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 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 create invoice alerts? Animana allows you to show an alert to the users when they are creating an invoice or after they have...