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Pet Boarding & Grooming · Workflow

Billing and payment processing

Automatically generates invoices, processes payments, and handles billing communications for completed pet boarding and grooming services. This workflow reduces manual billing work and ensures faster payment collection with automated follow-ups.

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Workflow Trigger

Pet service appointment is marked as completed in the management system

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Service completion detected

    The workflow initiates when a pet boarding stay or grooming appointment is marked as completed in the system. Service details and pricing are automatically captured.

    PetExecGingr
  2. 2
    Action

    Generate itemized invoice

    System automatically creates an itemized invoice including base services, add-ons, medications, and any additional charges. Invoice is formatted with business branding and pet details.

    PetExecProPet Software
  3. 3
    Decision

    Check payment method preference

    System evaluates client's preferred payment method from their profile. Routes to either automatic charge for stored cards or manual invoice delivery for other methods.

    123Pet SoftwarePawLoyalty
  4. 4
    Action

    Process payment automatically

    For clients with stored payment methods and auto-pay enabled, the system charges the card and generates a receipt. Failed payments trigger alternative billing flow.

    Time To PetPetExec
  5. 5
    Action

    Send invoice and receipt

    System emails the invoice to clients requiring manual payment or sends receipt confirmation for automatic payments. Includes service summary and pickup photos if applicable.

    GingrPawLoyalty
  6. 6
    Action

    Schedule payment reminders

    For unpaid invoices, system automatically schedules follow-up reminders at 3, 7, and 14-day intervals. Reminders include payment links and late fee notifications if applicable.

    123Pet SoftwareTime To Pet
  7. 7
    Output

    Update financial records

    Payment status, transaction details, and outstanding balances are recorded in the client's account. Generates daily revenue reports and updates accounting integration.

    ProPet SoftwarePetExec

Outputs

  • Processed payment confirmation
  • Updated client account balance
  • Daily revenue report

Key Metrics

  • Payment processing time
  • Outstanding invoice percentage
  • Average payment collection period

Tools & Integrations

OA

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