Clients and Payments
How to manage Clients and Payments
17 articles
How to Add New Clients and PetsLearn how to register new clients and their pets in Lupa
3.2 Viewing and Editing Information about Clients and PetsLearn how to see and edit information about clients and pets
3.3 Adding and Managing Client PaymentsLearn to manage and add client payments
3.4 Adding and Managing PrescriptionsLearn how to add and edit prescriptions and reminders
3.5 Creating Estimates and Stand Alone InvoicesHow to Create Estimates and Stand Alone Invoices
3.6 Written Prescription without a Product in InventoryHow to prescribe products not kept in inventory
3.7 Merging Client AccountsHow to merge multiple client accounts
How To Upload a Photo of a Pet When Creating a New Pet ProfileUpload Pet Photos When Creating a Pet Profile
Adding Pets to Health PlansHow to Add a Pet onto a Health Plan
How To Create a Link to Pay Multiple InvoicesHow to generate a single online payment link for multiple invoices
How To Create an Invoice from a Client PageHow to quickly generate an invoice directly from a client profile
How to Issue and Manage Refunds in LupaIssue and Manage Refunds in Lupa
How To Look up An EstimateHow to view a previously created estimate in Lupa
How To Create Health PlansHow to set up and track health plans for your clients in Lupa
How To Set QR Codes for Product and PrescriptionsQR Codes for Products, Prescriptions, and Dosage Labels
How To Apply Tags to Pets, Clients, Products, and ServicesApplying Tags to Pets, Clients, Products, and Services
How To Access and Explore the Timeline View For a PetTimeline View on a Pet Page