In this section you will learn:
Receipts in PetPoint are used to record financial transactions and create invoices for money that comes into your organization and track inventory on items through the Shelter Utilities.
After any intake or outcome operation, you can click the Create Receipt button, and a window will pop up with the person record and the animal record already selected. In the Edit Receipt screen you may also create a receipt for any financial transaction, and you can search for a person, add a new person or assign an anonymous person to the invoice. You can also select one or more animals to link the items of the receipt to, or choose to create a receipt with no animals attached to it.
What is the Receipt Search Tool
PetPoint provides a search tool, much like animal and person search tools, to look up past receipts. Receipts cannot be edited by anyone that does not have administrative privileges. Any and all receipts will show in the receipt table, along with the date and payment information.
1. Make sure the person has been selected.
Also make sure the animal is selected if you wish to attach one to this receipt.
You can double check this by verifying the Animal ID is listed on any receipt items you are about to add.
2. Use the section in red to add items to the receipt. Your items, categories, and UPC codes are created by the administrator through the Add/Edit Item screen.
Select from the Item Search by Item Type, Category, UPC Code or Item Reference Number, and verify the correct Unit Price in the field. If correct, click on Add.
Once the item has been added you can continue to add more items, delete some off of the list, or move to the section below it to show the payment method.
3. You must show method of payment or else the customer will carry a balance. If your organization utilizes sites, verify that the Site and Cash Drawer is correct (where the money is kept), then enter in an amount in one of the payment methods.
4. After typing in the payment method, PetPoint will automatically calculate that against the total. If everything looks correct, then you click on Submit receipt to save the record. You cannot edit the receipt after it has been submitted, you can only refund or void it, then issue a new receipt.
At the bottom of the Receipt screen there is a section for users to add in any additional information regarding the receipt in a free form text memo. Here you may use the Receipt Notes Templates created by your administrators in Admin Options > Receipt Notes Template.
Within the Receipt Notes, you can add your own typed notes, and append or override any templates you wish to add. To add to the notes that are already there, make sure and click Append. If you wish to start over, use the Override button to start new Receipt Notes.
Once you have submitted the receipt, you can now print the receipt. Do so by clicking on the Print Receipt button.
From this window you can print by clicking on the Print Report button.
Last updated for Professional (formerly PetPoint SMS) & Lite September 2010 - Melissa Wainscott