Setting up and using Text to Pay

Setting up and using Text to Pay

You are able to send a link to clients that lets them pay invoices before they pick up their pets, allowing for a faster checkout process.  Your clients will do all the heavy lifting.  You just click to send the link.  Your client can pay one invoice or multiple invoices and can leave a tip.  Once they submit the payment, the invoice is marked as paid in Kennel Connection.  The receipt will be in Accounting, Receipts and be on the closeout report and Receipts report.  There are no more steps needed by the employee to complete the task once the link has been sent.  You can also send links for deposits on appointments.    

In Live Access, click on Financial, Payment Links Settings.

Check the box to Use Payment links.
Choose which option you'd like the payment link to default to.  It can be sent as a link in an email or an SMS text message.  
If you'd like to send a link for clients to make deposits, check that box.
If you'd like to send a link for clients to pay open invoices, check that box.
We have default messages here but you are able to edit these as needed.  Please note any information that shows in brackets such as [[ClientName]] will load that information for you.
Be sure to hit Save when done.

Now you are ready to send the links.


If this is a deposit, open the appointment screen and click the Deposit button.

Enter the deposit amount, choose Payment Link as the method and hit Process.  

The appointment will now show this message about the deposit and the link will be sent once you save the appointment.

Your client will receive this email or text.  They click Pay Now.

This will take them to the payment screen.  If the client already has a credit card on file, they can click to use it.  Or they can add a new credit card on this screen and use it to make payment.  When your client adds a new card on file, this will also update in the database so they will be able to use it next time and you will be able to click to use it when paying invoices.

If the payment is successful, your client will see this message.

The receipt will show in desktop KC and in Live Access.  This is now a credit on this client's account that can be used to pay invoices.


Single invoices

To pay a single invoice, click on Financial, View Invoices.
Find the invoice and click the down arrow.  Click on Send Payment Link.

This will send the payment link to the client.  

On the message the client is able to click on the invoice to open it and see the details of that invoice.

When ready the client can use a card on file or add a new card at this stage.  Then when ready click Confirm Payment.  

This will bring up the Tips screen where the client can choose a tip amount and then they click Proceed to Payment.

This will pay the invoice.  The client will get the successful message and the invoice will show paid in Kennel Connection.

Paying multiple invoices

To send a link so the client can pay multiple invoices, click on Financials, View Invoices.

Click on the down arrow and Edit.

Click Save and Pay invoice.

Click the box(es) for the invoices you want to include on the payment link and click the Pay button.

Choose Payment Links as the Payment method and Process.

Your client will see this when they click Pay Now.  They will be able to open each invoice to view its details.  When they pay, they will automatically pay both invoices.

Once the payment is complete the client will receive the successful message and both of these invoices will be marked as paid in Kennel Connection and on the closeout report.

You can look back at what links have been sent, what has been paid (Closed), what is still open, and can also resend links if needed.  This is in Financials, Payment Links History.  

If a client has already paid their invoice and they click to use the link again, they will get the successful message to let them know the invoice(s) is already paid.

If you send the link and then take payment through Kennel Connection, your client will receive the successful message if they try to use the link.

You can also cancel the link if needed.

If you opt to cancel the payment link your client will receive this message if they click on it.

Applying a deposit to Text to Pay

If your client has a deposit on file, you'll need to apply it to the invoice before you send the payment link so they only pay the balance due.

Open the invoice and click Pay.

Click the Pay box for the invoice and the Pay box for the deposit/credit.

In the Amount Paid column for the invoice, change it to the amount of the deposit.  This means that you are only using the deposit/credit now and are not taking any extra payment at this time.  Hit OK when done.

In this example, the client has a $75 invoice and paid a $35 deposit.  I only want to use the $35 deposit now so the client still owes $40 on this invoice.

Now I can click to send the payment link.  The client will only be paying the $40 balance.

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