The boarding deposit report will list all appointments with a total estimate for the stay, calculate a 50% deposit, show the deposit made and calculate how much, if anything, is due.
In order for this report to work, you must hit the Estimate button in the appointment screen. This is what loads the data onto the report.
The deposit must be paid by clicking the Deposit button on the appointment screen.
The in date of the appointment must fall within the date range of the report in order to be included on the report.
If making a multipet booking, the Estimate will be the same for each pet. KC will only apply the deposit to one pet. There is no option to have it divided between the pets.
The options when printing this report are:
Show all - all appointments
Show only CC on file current - show appointments for clients who have a valid credit card on file
Show only CC on file expired - show appointments for clients who have an expired credit card on file
Show only no CC on file - show appointments for clients who have no credit care on file.
Make a boarding appointment. Hit the Estimate button to see the charges associated with this booking.
If paying a deposit now, hit the Deposit button.
To print the report, click on Reports, Revenue, Boarding deposits report.
KC will calculate a 50% deposit from the Estimate total. It will then subtract what, if any, deposit was made and give the remainder due in the Due column.
If you see $0 listed for the Estimate, that means either there is no price associated with the booking or you forgot to hit Estimate in the appointment screen.
If the customer pays more than the 50% deposit due, it will be listed as a negative amount in the Due column.
For the report above:
For pet 3A, the Estimate is $367. 50% of that is $183.50. The customer made a $75 deposit. $183.50 - $75 is $108.50 and shows in the Due column.
For pet 8A, the Estimate is $185.76. 50% of that is $92.88. The customer made a $180 deposit. $92.88 - $180 is -$87.12 and shows in the Due column.
For the Bones pets, KC will show the same Estimate for each pet. The deposit will only be applied to one pet, Sammy, in this case.
For pet Bobo, the Estimate is $135. 50% of that is $67.50. The customer made a $67.50 deposit. $67.50 - $67.50 is $0 and shows in the Due column.
For pet Gambler, the Estimate shows $0. That means either his booking has no price or the Estimate button in the appointment screen was not clicked.
For pet Fluff Bottom, the Estimate is $291.60. 50% of that is $145.80. No deposit was paid. $145.80 - $0 is $145.80 and shows in the Due column.