To start sending invoices to your clients through EQUINET, it is necessary to setup the invoicing function in the settings of the app. This involves two steps:
- Adding your farrier services or procedures: this involves adding procedures or services that you can perform (shoeing, trimming, etc.) along with setting a price for each (read Getting Started: Adding your farrier services or procedures for detailed instructions)
- Additionally, you can choose to do one of the following:
Connect with Third-party Accounting Providers: for best performance, you have the option to connect your EQUINET account with a third-party accounting provider (QuickBooks or Xero) for an overall efficient financial management (read Connecting with Third-party Accounting Providers for detailed instructions). Please note that the option to share an invoice with a contact is only possible if you are connected to one of accounting providers
If you use a different accounting provider (i.e., not Xero or QuickBooks) or would prefer to upload directly into your third-party accounting program, you can send yourself a CSV file of the invoice reports (read Sharing Invoice Report from EQUINET).