To start sending invoices to your clients through EQUINET, it is necessary to setup the invoicing feature 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 have multiple options to manage your invoicing efficiently within EQUINET:

• Use EQUINET's Internal Invoicing System: Farriers can now manage all their invoicing needs directly within EQUINET, without needing to connect to an external provider. Our internal system is designed for convenience and ease of use, tailored specifically for the farrier business (for more details on how to use our internal invoicing system, read Sharing Invoices Using EQUINET’s Invoicing Tool).

• Connect with Third-party Accounting Providers: For those who prefer, you can connect your EQUINET account with third-party accounting providers such as QuickBooks or Xero for enhanced financial management. This integration allows you to streamline invoicing, track finances, and improve overall efficiency (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 prefer to upload directly into your third-party accounting program, you can export a CSV file of the invoice reports and send it to yourself (read Sharing Invoice Report from EQUINET).