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signatures.",{"title":486,"path":487,"stem":488,"icon":15,"description":489,"color":15},"Prescription Labels","\u002Fsettings\u002Fprescription-labels","08.settings\u002F14.prescription-labels","Supported label printers for prescription labels: Zebra and Dymo setup.",{"title":491,"path":492,"stem":493,"icon":15,"description":494,"color":15},"Microchip Preferences","\u002Fsettings\u002Fmicrochip-preferences","08.settings\u002F15.microchip-preferences","Configure microchip integration preferences and auto-registration partners.",{"title":496,"path":497,"stem":498,"icon":15,"description":499,"color":15},"Capacity Management","\u002Fsettings\u002Fcapacity-management","08.settings\u002F16.capacity-management","Set daily spay\u002Fneuter capacity limits by species, sex, and weight.",{"title":501,"path":502,"stem":503,"icon":15,"description":504,"color":15},"Wellness Settings","\u002Fsettings\u002Fwellness-settings","08.settings\u002F17.wellness-settings","Set up wellness rooms, appointment types, and scheduling preferences.",{"title":506,"path":507,"stem":508,"icon":15,"description":509,"color":15},"Templates Settings","\u002Fsettings\u002Ftemplates-settings","08.settings\u002F18.templates-settings","Upload custom clinic forms with merge fields for auto-populated data.",{"title":511,"path":512,"stem":513,"icon":15,"description":514,"color":15},"E-Appointments","\u002Fsettings\u002Fe-appointments","08.settings\u002F19.e-appointments","Set up online appointment booking for clients via E-Appointments.",{"title":516,"path":517,"stem":518,"icon":15,"description":519,"color":15},"E-Payments","\u002Fsettings\u002Fe-payments","08.settings\u002F20.e-payments","Enable online payments by connecting your MP Group merchant account.",{"title":521,"path":522,"stem":523,"icon":15,"description":524,"color":15},"Mobile Location Settings","\u002Fsettings\u002Fmobile-location-settings","08.settings\u002F21.mobile-location-settings","Configure mobile clinic locations and schedules in HQ settings.",{"title":526,"path":527,"stem":528,"icon":15,"description":529,"color":15},"Confirmations and Reminders","\u002Fsettings\u002Fconfirmations-and-reminders","08.settings\u002F22.confirmations-and-reminders","Configure automated confirmation and reminder settings for all appointments.",{"title":531,"path":532,"stem":533,"icon":15,"description":534,"color":15},"Medical Records Request","\u002Fsettings\u002Fmedical-records-request","08.settings\u002F23.medical-records-request","Share your clinic medical record request form link with clients.",{"title":536,"path":537,"stem":538,"icon":15,"description":539,"color":15},"Email Attachments","\u002Fsettings\u002Femail-attachments","08.settings\u002F24.email-attachments","Attach documents like aftercare PDFs to confirmation or reminder emails.",{"title":541,"path":542,"stem":543,"icon":15,"description":544,"color":15},"Call & Text Add On","\u002Fsettings\u002Fcall-text-add-on","08.settings\u002F25.call-text-add-on","Set up text and robo-call reminders with the Call and Text add-on.",{"title":546,"path":547,"stem":548,"icon":15,"description":549,"color":15},"e-Lobby","\u002Fsettings\u002Fe-lobby","08.settings\u002F26.e-lobby","Configure auto-response messages for E-Lobby client communications.",{"title":551,"path":552,"stem":553,"icon":15,"description":554,"color":15},"Invoices","\u002Fsettings\u002Finvoices","08.settings\u002F27.invoices","Customize the email template sent with volume client invoices.",{"title":556,"path":557,"stem":558,"icon":15,"description":559,"color":15},"Donations","\u002Fsettings\u002Fdonations-campaigns","08.settings\u002F28.donations-campaigns","Set up donation campaigns and embed widgets for online giving.",{"title":561,"path":562,"stem":563,"icon":15,"description":564,"color":15},"Funding Partnerships","\u002Fsettings\u002Ffunding-partnerships","08.settings\u002F29.funding-partnerships","Create funding partnerships as a prerequisite for subsidy setup.",{"title":566,"path":567,"stem":568,"icon":15,"description":569,"color":15},"Subsidy Settings","\u002Fsettings\u002Fsubsidy-settings","08.settings\u002F30.subsidy-settings","Create and configure subsidy settings with funding partnerships.",{"title":571,"path":572,"stem":573,"icon":15,"description":574,"color":15},"Grantors","\u002Fsettings\u002Fgrantors","08.settings\u002F31.grantors","Set up grantors to track the source of every donation in HQ.",{"title":576,"path":577,"stem":578,"icon":15,"description":579,"color":15},"VC Custom Pricing","\u002Fsettings\u002Fvc-custom-pricing","08.settings\u002F32.vc-custom-pricing","Override standard pricing for individual volume clients on specific items.",{"title":581,"path":582,"stem":583,"icon":15,"description":584,"color":15},"Tax Info","\u002Fsettings\u002Ftax-info","08.settings\u002F33.tax-info","Configure tax categories and rates for taxable clinic items.",{"title":586,"path":587,"stem":588,"icon":15,"description":589,"color":15},"QuickBooks","\u002Fsettings\u002Fquickbooks","08.settings\u002F34.quickbooks","Map QuickBooks codes to HQ services and products for accounting sync.",{"title":591,"path":592,"stem":593,"icon":15,"description":594,"color":15},"Chat Settings","\u002Fsettings\u002Fchat-settings","08.settings\u002F35.chat-settings","Enable instant messaging between your clinic and volume client Portal users.",{"title":596,"path":597,"stem":598,"icon":15,"description":599,"color":15},"OneLink E-Appointments (Multi-Clinic Only)","\u002Fsettings\u002Fone-link","08.settings\u002F36.one-link","OneLink: a single E-Appointment booking link for multi-clinic organizations.",{"title":601,"path":602,"stem":603,"icon":15,"description":604,"color":15},"VCP Settings","\u002Fsettings\u002Fvcp-settings","08.settings\u002F37.vcp-settings","Control volume client Portal permissions and required fields.",{"title":606,"path":607,"stem":608,"icon":15,"description":609,"color":15},"Inventory","\u002Fsettings\u002Finventory","08.settings\u002F38.inventory","Track inventory through HQ custom reports since there is no built-in system.",{"title":611,"icon":612,"description":613,"color":614,"path":615,"stem":616,"children":617},"Resources & Perks","i-lucide-gift","Explore resources, tools, and perks available to your clinic.","text-rose-500","\u002Fresources-and-perks","09.resources-and-perks",[618,622,627,632,637],{"title":619,"path":615,"stem":620,"icon":15,"description":621,"color":15},"Overview","09.resources-and-perks\u002Findex","Explore HQ's top tools, downloadable templates, exclusive clinic perks, and discounted credit card processing options.",{"title":623,"path":624,"stem":625,"icon":15,"description":626,"color":15},"Top Tools","\u002Fresources-and-perks\u002Ftop-tools","09.resources-and-perks\u002F01.top-tools","Quick video overviews of HQ's most powerful features, including online scheduling, e-Pay, consent forms, patient flow, grant management, and more.",{"title":628,"path":629,"stem":630,"icon":15,"description":631,"color":15},"Templates & Resources","\u002Fresources-and-perks\u002Ftemplates-and-resources-copy","09.resources-and-perks\u002F02.templates-and-resources copy","Download ready-to-use HQ templates for consent forms, aftercare instructions, cage cards, curbside check-in flyers, and other clinic documents.",{"title":633,"path":634,"stem":635,"icon":15,"description":636,"color":15},"Perks","\u002Fresources-and-perks\u002Fperks","09.resources-and-perks\u002F03.perks","Exclusive benefits available to HQ clinics, including discounted credit card processing, microchips, vet supplies, text messaging, surgical packs, and volunteer opportunities.",{"title":256,"path":638,"stem":639,"icon":15,"description":640,"color":15},"\u002Fresources-and-perks\u002Fcredit-cards","09.resources-and-perks\u002F04.credit-cards","Learn about HQ's discounted interchange-plus credit card processing rates, supported hardware, and how to get a savings quote for your clinic.",{"id":642,"title":231,"body":643,"color":15,"description":234,"extension":786,"icon":15,"links":787,"meta":788,"navigation":789,"path":232,"seo":790,"sitemap":791,"stem":233,"__hash__":792},"docs\u002F05.accounting\u002F01.accounting-public.md",{"type":644,"value":645,"toc":779},"minimark",[646,653,658,661,667,672,677,682,732,736,744,755,762,767,771,774],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F05-accounting\u002F720-1920-x-225-px-1920-x-320-px-2025-07-23t134402-076.png",[654,655,657],"h3",{"id":656},"there-are-two-apply-payment-screens-one-for-public-appointments-and-one-for-volume-appointments-this-chapter-covers-public-apply-payment","There are two “Apply Payment” screens, one for public appointments and one for volume appointments. This chapter covers public Apply Payment.",[647,659,660],{},"Some clinics will collect payment in the AM, and some in the PM. If your clinic collects payments in the AM, you will enter payment on the Financial tab in checkout. Typically, a few patients throughout the day will add a few little items like a nail trim or flea medication. These add-on items are commonly things the owner (and clinic) were not aware the pet needed at the time they made their original payment. So instead of a sticky note on the patient’s charge, we offer the Public Apply Payment page.",[647,662,663],{},[664,665,666],"em",{},"Note: All charges must be paid off by the end of the day so you can reconcile your drawer.",[647,668,669],{},[650,670],{"alt":145,"src":671},"\u002Fimages\u002F05-accounting\u002Faccountingmanual.png",[673,674,676],"h2",{"id":675},"enter-a-payment-via-the-public-apply-payment-screen","Enter A Payment Via The Public Apply Payment Screen",[647,678,679],{},[650,680],{"alt":145,"src":681},"\u002Fimages\u002F05-accounting\u002Fapply.png",[683,684,685,694,700,714,717],"ol",{},[686,687,688,689,693],"li",{},"If your clinic takes payment in the AM, there should only be a few outstanding charges here. If your clinic takes payment at pickup, all charges will be here. In any event, to enter a payment, click the ",[690,691,692],"strong",{},"Details"," button on the client you’d like to pay off.",[686,695,696,697],{},"Tick the patient(s) that are being paid for, select the drop-down to enter a tender type, and type in the amount.\n",[690,698,699],{},"Tip: Make one payment transaction for multiple animals under the same public client by using Accounting > Apply Payment. View the details of what the client owes, and select the animals you wish to have the payment go towards.",[686,701,702,703,706,707],{},"Then click ",[690,704,705],{},"Make Payment",".\n",[664,708,709,710,713],{},"Note: If your clinic uses HQ’s “point of sale” or POS credit card processing, when you click the ",[690,711,712],{},"Credit Card (POS)"," option for payment, the credit card machine screen will indicate the transaction amount and that it is ready for the card. Insert, tap, or swipe the card.",[686,715,716],{},"Public clients will often make a donation to the clinic. In that scenario, you enter in the full amount they are paying. In the image above, they owe $319. If they give $320 and want to make a $1.00 donation, you will enter $320 in the “Amount” field. A new button will emerge to “Choose Overpayment,” and the options here are to “Apply toward a donation” or to “Leave as credit.”",[686,718,719,720,722,723,725,726,729],{},"Your clinic should have a “Donations pot” setup that diverts the donations to a donations fund. If you do not see this as an option, set one up by going to ",[690,721,409],{}," > ",[690,724,561],{}," (see later sections to learn how to do this).\n",[650,727],{"alt":145,"src":728},"\u002Fimages\u002F05-accounting\u002Fmake.png",[650,730],{"alt":145,"src":731},"\u002Fimages\u002F05-accounting\u002Fdonpo.png",[673,733,735],{"id":734},"print-a-receipt","Print A Receipt",[647,737,738,739,722,741],{},"It’s often necessary to print receipts. To do so, navigate to ",[690,740,219],{},[690,742,743],{},"Receipts",[647,745,746,747,750,751,754],{},"From here, you can click individual receipts by clicking the printer icon in the receipt column or print all receipts at one time by clicking the ",[690,748,749],{},"print all"," button. It’s easier to email the receipt if your client is OK with it. You can email receipts from this screen also. After you print (or email), you’ll notice a little ",[690,752,753],{},"red number"," next to the icon. This lets you know that you’ve printed or emailed the receipt. If there isn’t a red number, it means you didn’t print or email the receipt.",[647,756,757],{},[690,758,759],{},[664,760,761],{},"Note: If you tried to email and it didn’t work, you may not have an email on file.",[647,763,764],{},[650,765],{"alt":145,"src":766},"\u002Fimages\u002F05-accounting\u002Fprintpaperwork2.png",[673,768,770],{"id":769},"can-the-wording-on-receipts-be-changed","Can The Wording On Receipts Be Changed?",[647,772,773],{},"Receipts are standardized and non-editable. In settings, you can input standard text on each receipt, such as “like us on Facebook,” but nothing else is editable or changeable.",[647,775,776],{},[650,777],{"alt":145,"src":778},"\u002Fimages\u002F05-accounting\u002Fmem.png",{"title":145,"searchDepth":780,"depth":780,"links":781},1,[782,784,785],{"id":675,"depth":783,"text":676},2,{"id":734,"depth":783,"text":735},{"id":769,"depth":783,"text":770},"md",[],{},true,{"title":231,"description":234},{"loc":232},"pGTeUlKYo-cUCeF34tvIKG9Abm8IJy4XPkrHCWFqRS0",[794,795],{"title":227,"path":223,"stem":228,"description":229,"children":-1},{"title":236,"path":237,"stem":238,"description":239,"children":-1},1779183727462]