Finance overview
See revenue, costs, and net profit
Change the period to compare recorded revenue, costs, and net profit. Recent activity stays close to the totals.
Platform/Invoices & finance
06 / Invoices & finance
Know what has been paid, and what is still due
For pet businesses in New Zealand, open a booking or product order, see its linked invoice, and check the payment status. The related activity is easy to review in finance.
PetOS workspaceLinked payment record
One sale, one clear recordProduct order example
01Product orderTide Nylon CollarJamie Chen · SO-1486
$36.0002
Linked invoiceINV-1041Created for product order SO-1486
Invoice PDF03
Payment statusPaidPayment details on the invoice
View activity ✓Recent finance activity · Product order+$36.00 recorded
Illustrative PetOS workspace examplePetOS
Linked invoice recordPetOS workspace
Grooming appointment · BK-3284Alex Morgan · Bath & brush
BookingInvoice INV-1042Linked to booking BK-3284
SentAmount$90.00
Payment statusAwaiting payment
Payment methodView on record
Send invoiceWhatsApp linkPayment link
Product order · SO-1486Jamie Chen · Tide Nylon Collar
OrderInvoice INV-1041Linked to product order SO-1486
PaidAmount$36.00
Payment statusPaid
Payment methodRecorded on invoice
View activitySend receiptInvoice PDF
choose a source to view its linked invoice
From booking or order to invoice
From a booking or order to its invoice
Choose a booking or product order to see the invoice linked to it. From that record, your team can check payment status, send an invoice or receipt, and review activity.
01
Create a linked invoice
Connect the invoice to its booking or product order.
02
Send the payment request
Send an invoice, receipt, or payment link, including through WhatsApp.
03
Review the record
See payment status and invoice activity, then review recorded revenue in finance.
Find the detail behind every amount
Start with the figures, then look into their sources, invoice activity, and export options.
Revenue breakdown
See where the numbers come from
See how much came from bookings or product orders, and which costs were recorded. Open recent activity for the source details.
Linked invoices
Create and send invoices
Keep the booking or order linked to its invoice. Check the amount and status, then send the invoice, receipt, or payment link.
CSV export guidance
Export revenue and cost data
Ask Doki for the revenue or cost CSV workflow. Choose the records you need and follow the export guidance.
Finance overview example
Review recorded finances in one place
See this month’s recorded revenue, costs, and net profit alongside their sources, recent activity, and top products.
Finance overviewThis month · example values
Recorded revenue$12,840
Recorded costs$4,360
Net profit$8,480
Where recorded revenue goes
Revenue$12,840
Recorded costs$4,360
Net profit$8,480
Revenue − recorded costs = net profit
Revenue by source
| Bookings | $9,220 |
| Product orders | $3,620 |
Costs by type
| Products | $2,610 |
| Other recorded costs | $1,750 |
Recent activity
Booking · INV-1042 · Alex Morgan$90.00
Product order · INV-1041 · Jamie Chen$36.00
Top products
Tide Nylon CollarView sales
Oat & Aloe Coat WashView salesInvoices & finance
Review your PetOS financial activity
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