Revelation Pets includes an Outstanding Payments Report that helps you track customer's outstanding balances across bookings. When using integrated payments through Rev Pets Payments, outstanding payment reminders can also be used to encourage your clients to submit payment for upcoming or past bookings.
This article includes:
Outstanding Payments Report
The Outstanding Payments Report can be accessed from Reports > Outstanding Payments and will generate a list of all customers with partially paid or unpaid invoices across a defined date range. You can expand the date range from the day you opened into the future, so you can easily see a full list of all outstanding payments.
This report will generate a list of all customers, but if you'd like to view outstanding payments for a single customer, go to their owner profile page and click Outstanding. This will take you to an Outstanding Payments report just for that client.
Payment can be collected right from the report by checking the box and selecting "Make payment for selected bookings." Customers using integrated payments through Rev Pets Payments have the ability to select multiple bookings and collect payment for all of them at once.
Outstanding Payments Reminders
When integrated with Rev Pets Payments, you have the ability to configure payment reminders for upcoming bookings, as well as past bookings that have not yet been paid! This feature is a huge timesaver for businesses when it comes to collecting prepayments before bookings begin, and tracking down past due bills from clients.
To enable payment reminder emails, navigate to Admin » Customer Communication » Payment Reminder. Here you can enable reminders by module, adjust the email verbiage, and configure when the email should send for both the first and second reminder email for upcoming bookings as well as past-due outstanding payments.
For upcoming booking payment reminders, the emails will send automatically at 12am on the interval configured if there is an amount due for that booking.
For past due payment reminders, the emails will send automatically at 12am on the set interval after the booking is marked as checked out, if there is an amount due.
If you have deposits enabled in your app, there's also a deposit reminder email you can send out to collect deposit payments for bookings. Any booking with a deposit included will have this deposit reminder sent out:
Read more about deposits here.