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Sending Deposit Invoices

  • Updated

Send a PetDesk Pay deposit invoice to your clients via SMS, email, or in-app notification! Use this functionality to decrease no-shows by requesting a client deposit for appointments. Improve your prescription pick-up process by charging for refill requests right away. Prompt clients to come prepared for surgery appointments and collect their surgery deposit beforehand, all from your PetDesk Dashboard! 

 

Sending Invoices via Direct Message using 'Deposit Solicitation'

You can find the Invoice with PetDesk Pay button on the appointment details screen in any of the following menu sections of your PetDesk Dashboard:

  • Needs Attention
  • Pending
  • Scheduled
  • Today
  • Call List

Deposit Solicitation Screenshot.png

  1. After selecting the request or appointment, click Invoice with PetDesk Pay on the right-hand side
  2. A dialogue box will open for you to choose a Type, Cost to invoice, and to write an optional Message to the client, or Invoice Notes
  3. Select Send to Client to send the invoice link to the client through Direct Message via SMS, email, or in-app push notification

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Note: Communication channels may differ depending on what communication settings the pet parent is opted into. If there are no channels available to send to the client, an alert will appear and the invoice will not send. 
 
Available Invoice Types are:
  • Advanced Booking Payment
  • Appointment Deposit
  • Procedure Deposit
  • Invoice
  • Prescription Invoice
  • Virtual Care Invoice
Once an invoice has been sent, you will be able to view past invoices for the appointment. Locate the appointment in the Scheduled, Today, or Call List and open the appointment details. The previous invoices will be listed under the appointment request information, with a link to view the invoice. If the client has paid, that will be reflected when the invoice is viewed. 
 
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Sending Invoices via Two-Way Texting

You can also use our Text2Pay feature to send invoices to a client from your Dashboard's Inbox. Or, create your own Two-Way Texting template and populate the template with a link to your client's invoice generated through the PetDesk Pay Dashboard.

 

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