Smart Invoice

๐Ÿงพ Invoice Management on GoPet AI

๐Ÿ“ Go to: https://www.gopetai.com/dashboard/invoicing

GoPet AI handles invoices automatically for:

  • โœ… Pet Boarding

  • โœ… Pet Grooming

  • โœ… POS Sales

But donโ€™t worryโ€”you can also create invoices manually if needed!


๐Ÿ“Œ How to Manually Create an Invoice

  1. Click โ€œCreate Invoiceโ€

  2. Fill in the invoice details:

๐Ÿ“ 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

๐Ÿ‘ค Customer Info

  • Select your customer from the list.

๐Ÿ›’ Add Invoice Items

Choose how you want to charge:

  • โž• Add Custom Item

  • ๐Ÿพ Add Boarding (auto pulls booking info)

  • โœ‚๏ธ Add Grooming (coming soon)

  • ๐Ÿ›๏ธ Add Product (from POS)

Each item will include:

  • Description

  • Pet (if applicable)

  • Price

  • Qty

  • Total

๐Ÿ’ธ Discounts & Coupons

  • Enter coupon code (if any) and click Apply

  • Manual discount also possible by % (e.g., 10%)

๐Ÿ’ฌ Notes

  • Add any extra payment notes or special instructions.


๐Ÿงฎ Invoice Summary

Example breakdown:

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

๐Ÿ”„ Optional: Recurring Invoice

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


๐Ÿ’ผ Settings for Invoicing & Tax

๐Ÿ“ Go to: https://www.gopetai.com/dashboard/settings#payment

You can adjust:

  • Tax Name โ€“ e.g., SST, VAT

  • Tax ID โ€“ Optional business registration (e.g., XXX-123)

  • Tax Rate โ€“ e.g., 7%

  • Invoice Prefix โ€“ Customize invoice number prefix (e.g., MEOW, PAW, INV)

Make sure to Save Tax & Invoice Settings โœ…


โœ‰๏ธ Send or Save the Invoice

After filling in all the info:

  • ๐Ÿ’พ Save as Draft โ€“ Work on it later

  • ๐Ÿ“ค Save & Send โ€“ Send invoice via email


โš™๏ธ Pro Tips

  • ๐Ÿ’ณ Integrate with payment gateway to collect online payments

  • ๐Ÿ“ง Customers receive invoice & payment instructions by email

  • ๐Ÿ•“ Track due invoices and follow up with reminders

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