Transactions
Using Quotes
In PetLinx, quotes can be thought of as an “unconfirmed” invoice – they enable you to prepare all the appointments/bookings that will be invoiced to the customer, but still provide the flexibility to change any aspect of the appointments/bookings, ...
Refunding an Invoice
Refund an Existing Invoice from a Calendar Right click a booking that has been invoiced and choose the Invoice – View/Edit menu option, OR single click the booking and click the Invoice – View/Edit ribbon option. The Transaction form will be opened. ...
Refunding a Payment
From the Customer Flyout Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER key to open the customer flyout. Click the Transactions tab. Click the > button on the right hand edge of the ...
Processing Payments with Global Payments
Please note processing payments through PetLinx with Global Payments is only available in the USA and Canada. PetLinx offers you the ability to use a fully PCI-DSS compliant solution to process your customer’s payments, in conjunction with our ...
Editing a Transaction
Edit an Invoice Linked to an Existing Booking in a Calendar Right click the booking and choose the Invoice -> View/Edit menu option, OR click the booking and click the Invoice -> View/Edit ribbon option. The Transaction form will be opened. Make any ...
Deleting a Transaction
Follow these steps to delete a transaction – please note that you are only able to delete invoices that have not been set to completed: Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER ...
Adding a new Payment
In the Menu Locate the customer in the Customer/Pet List or search for the customer. Once found, click the New Transaction button to load the Transaction form. Set the “Type” drop-down to “Payment”, and complete the entry of the payment as described ...
Adding a new Invoice
In the Menu Locate the customer in the Customer/Pet List or search for the customer. Once found, click the New Transaction button to load the Transaction form. Complete the entry of the invoice as described in the next section. Save the invoice when ...