RunLoyal – Applying Package Credits to an Invoice

Go to your RunLoyal staff portal on a Google Chrome browser.

Steps (9)

1. Open Pet Owner Profile – Locate the associated pet owner’s profile.

2. Open Invoice Menu – Click the three-dot menu button next to the invoice where you want to apply a package credit.

3. View Invoice/Estimate – Select View Estimate (if pending) or View Invoice (if already checked in).

4. Check Package Credits – Package credits will display on the right-hand side of any open invoice.

   • Some credits apply automatically and zero out the invoice (if there are no conflicting rules).

5. Apply Manually (if needed) – If not automatically applied, enable the grey toggle button to apply credits manually.

6. Assign Credit Amount – Enter the total credits you want to assign to this invoice.

7. Multi-Pet Invoices – For multi-pet invoices, you can:

   • Apply credits individually per pet, or

   • Apply a single credit across all pets.
     (This option shows only on multi-pet appointments.)

8. Finalize Application – Click Apply to confirm.

9. Complete Checkout – Once applied, the invoice will zero out automatically, and you can checkout or exit as usual.