How to Manage Customer Statements | TailPro Tutorial

Learn how to efficiently view, filter, and manage monthly customer statements within the TailPro app. This video walks you through everything from navigating the statement section to marking invoices as paid. TailPro is designed to simplify admin for UK pet care professionals, ensuring you stay on top of your business finances with ease. In this video, you will learn how to: Navigate to the Statements section in your settings. Understand the statement list view and card details. View individual invoice details for any customer. Mark single or multiple invoices as "Paid." Use status colour codes (Green, Yellow, White) to track payments. Filter statements by customer, payment status, and year. Toggle between Service Date and Invoice Date views. Timestamps: 0:00 - Introduction 0:15 - How to Navigate to Statements 0:30 - Understanding the Statements List View 0:54 - Viewing Detailed Statement Info 1:14 - How to Mark Invoices as Paid (Single & Bulk) 1:45 - What the Statement Card Colours Mean 2:14 - Searching & Filtering by Customer 2:34 - Filtering by Payment Status 2:56 - Toggling Service Date vs. Invoice Date 3:21 - Filtering by Year 3:36 - Summary & Getting Support Get Started with TailPro: 🌐 Visit our website: https://tailpro.uk 📧 Need help? Reach out to us at: [email protected] #TailPro #PetCareBusiness #DogWalkerApp #GroomingSoftware #SmallBusinessAdmin #UKBusiness