With Smarter Invoice & Payment, you can make supported invoice adjustments after Check out only or restore an appointment that was checked out by mistake.
This guide explains which changes are available after checkout, when billing becomes locked, and how to use Undo check-out.
How It Works
MoeGo separates completing an appointment from collecting payment, giving you flexibility over when billing is finalized.
There are two checkout options:
Check out only: Marks the appointment as Finished without collecting payment. Supported billing details remain editable until the associated invoice is locked.
Check out and charge: Marks the appointment as Finished and initiates payment collection. Once the invoice is locked, the original invoice can no longer be edited.
An appointment marked Finished does not automatically mean its invoice is locked. Likewise, an invoice can become locked before payment is successfully collected.
Edit an invoice after check out only
After selecting Check out only, you can continue making supported billing adjustments before the formal invoice is generated and locked.
In a typical checkout workflow, this means making your changes before collecting the first payment after checkout.
Once the formal invoice is generated and locked, the original invoice can no longer be edited.
📝 Note:
Deposits and prepayments collected before checkout do not automatically prevent supported billing edits.
Check out only marks the appointment as Finished without automatically locking billing.
Sending a Pay Online link can generate and lock the invoice before the client pays.
An unsuccessful payment attempt can also leave the invoice locked.
What can you edit?
The following editing options apply to supported Invoice V4 appointments after Check out only, while the associated invoice remains unlocked.
Invoice detail | What you can do |
Discounts | Apply an eligible discount that was missed during checkout. |
Packages | Apply an eligible package that was not applied during checkout. |
Memberships | Apply, remove, reapply, or switch between eligible membership benefits. |
Grooming service price | Update the price of an existing grooming service on supported appointments. |
Grooming staff assignment | Change the staff member assigned to an existing grooming service on supported appointments. |
Tips | Add, edit, or remove a tip before invoice lock. |
Adding or removing services | Not supported after checkout. |
Boarding and daycare services | Existing service details cannot be edited after checkout. |
Apply discounts, packages, and memberships
After Check out only, you can apply eligible discounts, packages, and membership benefits before the invoice is locked.
Open the appointment.
Select Take Payment to access the appointment's invoice
Select the applicable Discount, Package, or Membership.
Apply or remove the eligible benefit as needed.
Review the updated invoice total before collecting payment.
📝 Note: Available benefits depend on the client's eligibility and the services on the appointment. If an option displays Unavailable, that benefit cannot be selected for the current invoice.
Edit grooming service details
For supported grooming appointments, you can update the price or assigned staff member of an existing grooming service after Check out only.
Open the appointment.
Select Take Payment to access the appointment's invoice
Hover over the existing grooming service you need to update.
Select the edit icon.
Change the service price or assigned staff member.
Save your changes.
Review the updated invoice details before collecting payment.
📝 Note:
You cannot add, remove, or replace services after checkout.
Editing grooming services within boarding or daycare appointments is also restricted.
Review or adjust tips
You can add, edit, or remove a tip after Check out only before the associated invoice becomes locked.
Open the Finished appointment and select Take payment.
Scroll to Tips in the billing summary.
Select Add tips to apply a tip, or use the Edit or Delete icon beside an existing tip.
Review the updated invoice total before collecting payment.
Once the original invoice is locked, you cannot adjust its tip through this workflow.
If you need to collect an additional tip after payment, use the separate Extra Tip workflow.
What cannot be edited after checkout?
The following restrictions apply after Check out only, even when the associated invoice remains unlocked:
Adding or removing services: Services cannot be added to or removed from the appointment after checkout.
Boarding and daycare services: Existing boarding and daycare service details cannot be edited.
Grooming services in mixed-care appointments: Editing is restricted when grooming services are included in boarding or daycare appointments.
Once the formal invoice is locked, the supported billing adjustments listed above are also unavailable.
Undo an accidental check-out
If an appointment was marked as Finished by mistake, Undo check-out restores the original appointment so your team can continue providing services.
Unlike editing invoice details, Undo check-out reverses the appointment's checkout status.
📝 Note: Undo check-out is only available for eligible appointments before the associated billing is locked. If the option is disabled, the appointment cannot be restored using Undo check-out.
On Web
Open the appointment.
Hover over the Finished status to reveal the drop down.
Select Undo check-out.
Review the confirmation message and click Undo to restore the appointment to its previous status.
On the App
Open the appointment.
Tap the blue Undo check-out icon beside the Finished status.
Confirm the action by selecting Undo in the pop up.
On the Team App
Undo check-out is also supported on the Team App for eligible appointments before billing is locked.
📝 Note: Team App does not support invoice editing or payment collection. Billing corrections must be handled through a supported platform.
What happens after Undo check-out?
Once Undo check-out is confirmed:
The original appointment returns to its previous status.
Existing appointment information and care records are retained.
Staff can continue the normal service or care workflow.
The appointment can be checked out again when services are complete.
Limitations
Invoice lock: Supported post-checkout billing adjustments are unavailable once the formal invoice has been generated and locked.
Unpaid invoices: An invoice can become locked before payment succeeds, including when a Pay Online request generates the formal invoice.
Undo check-out: This action is only available for eligible appointments before the associated billing is locked.
Team App: Undo check-out is supported, but invoice editing and payment collection are not available.
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