> For the complete documentation index, see [llms.txt](https://gopet-ai.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://gopet-ai.gitbook.io/help/smart-invoice.md).

# Smart Invoice

## 🧾 Invoice Management on GoPet AI

📍 Go to: <https://www.gopetai.com/dashboard/invoicing>

GoPet AI handles invoices automatically for:

* ✅ Pet Boarding
* ✅ Pet Grooming
* ✅ POS Sales

But don’t worry—you can also **create invoices manually** if needed!

<figure><img src="/files/IwzgifFfAE8lPsdToIoM" alt=""><figcaption></figcaption></figure>

***

### 📌 How to Manually Create an Invoice

1. Click **“Create Invoice”**
2. Fill in the **invoice details**:

#### 📝 Invoice Info

* **Tax Name**: e.g., `SST`
* **Tax ID** *(optional)*: e.g., `XXXX-123`
* **Invoice Number**: Auto-generated (e.g., `MEOW4810`)
* **Invoice Date**: e.g., `28/07/2025`
* **Due Date**: e.g., `11/08/2025`

#### 👤 Customer Info

* Select your customer from the list.

#### 🛒 Add Invoice Items

Choose how you want to charge:

* ➕ Add Custom Item
* 🐾 Add Boarding (auto pulls booking info)
* ✂️ Add Grooming (coming soon)
* 🛍️ Add Product (from POS)

> Each item will include:

* Description
* Pet (if applicable)
* Price
* Qty
* Total

#### 💸 Discounts & Coupons

* Enter coupon code (if any) and click **Apply**
* Manual discount also possible by % (e.g., 10%)

#### 💬 Notes

* Add any extra payment notes or special instructions.

<figure><img src="/files/rQ359UuFLOASg9O5sDdN" alt=""><figcaption></figcaption></figure>

***

### 🧮 Invoice Summary

Example breakdown:

```
Subtotal:        $100.00
Discount (10%): -$10.00
Sales Tax (7%):   $6.30
Total:           $96.30
```

***

### 🔄 Optional: Recurring Invoice

Need to bill customers regularly? Turn on the **Recurring Invoice** toggle.

***

### 💼 Settings for Invoicing & Tax

📍 Go to: <https://www.gopetai.com/dashboard/settings#payment>

You can adjust:

* **Tax Name** – e.g., SST, VAT
* **Tax ID** – Optional business registration (e.g., XXX-123)
* **Tax Rate** – e.g., `7%`
* **Invoice Prefix** – Customize invoice number prefix (e.g., `MEOW`, `PAW`, `INV`)

Make sure to **Save Tax & Invoice Settings** ✅

***

### ✉️ Send or Save the Invoice

After filling in all the info:

* 💾 **Save as Draft** – Work on it later
* 📤 **Save & Send** – Send invoice via email

***

### ⚙️ Pro Tips

* 💳 Integrate with payment gateway to collect online payments
* 📧 Customers receive invoice & payment instructions by email
* 🕓 Track due invoices and follow up with reminders