Finance: overview
Finance & Billing is the area of TecPet where your business’s money gets organized. Almost everything you do in the system turns into an invoice: a completed appointment, a counter sale, the purchase of a plan or package. All those invoices come together in one place — the Billing screen — so you can see what’s open, what’s been paid and what’s overdue.
This is where you settle payments, send the charge over WhatsApp, print and reverse a payment entered by mistake. This section gathers the articles that explain how to track that list day to day and how to read an invoice in detail.
In this section
Section titled “In this section”- Track billing — the screen that holds all your invoices: how to filter, settle a payment, pay several at once, send/print in bulk and reverse.
- The invoice in detail — what you see and do when you open an invoice: items, discounts, note, totals, status and the footer buttons (including how to create a standalone sale).
Invoice types
Section titled “Invoice types”Every invoice has a Type that shows where it came from:
- Appointment — generated by a completed appointment (tied to it);
- Plan/Package — related to buying or using a plan;
- Standalone — a charge created manually, without an appointment (a product sale, for example);
- Voucher — related to a voucher/credit.
The type affects what you can edit inside the invoice — see the details in The invoice in detail.
What changes with your system (ERP)
Section titled “What changes with your system (ERP)”If your store uses an integrated management system (ERP), the Billing screen gains an ERP Items column showing each invoice’s fiscal/financial status in the ERP’s wording. In those stores, each invoice is paid one by one (batch payment doesn’t appear) to keep the items in sync with the external system. Without an ERP, settling simply marks the invoice as paid in TecPet. See how invoices turn into fiscal notes in What integrations are.