Create and Manage Group

Step 3: Preview Invoices

Schedule

Know Your Way Around

Add Contact

Add Horse

Horse Profile 

Horse Procedures

Add Procedure

Contacts

Settings Overview

Accounting Integration

Add a Billable Interested Party for a horse 

Using Filtering

View option on lists

Add Horse Update

More Menu

Intro

Branding 

Bills

Add Movement

Horse transactions

Horse location

Horse Media

Horse Interested Parties

Business Rules

Services and Products

Add a new procedure item

Add a new other fee

Invoices

Horses

Calendar

Procedures

Locations

Financials overview

Business rules - Service Automation

Quick Add Menu

Ad Hoc Transactions and Charges

Transactions and Charges

Contact profile

User Management

Upload image

Add User

Add a new Location

Contact Profile - Horses

Add a new daily charge

Business rules - Service Template

Contact CSV Import

Accounting Settings

Business Information

End of Period Intro

Step 1: Verify

Horse CSV Import

Step 2:  Review Transactions

Intro Discounts

Manual Discounts - Transactions

Add ad hoc Credit 

Manual Discounts - Add Procedure

Advanced Filtering - Procedures to Multiple Horses

Billing Approval Flow

Create Invoice

Email Preferences

Business Rules > Discounts 

Step 4: Statements

Movements

Add to Group

Financial Settings

Horse Profile> Communication

Contact Groups

Enter Horse Notes

Enter Contact Notes

Bill Allocation

Re-allocate bill

Templates (Comms Automation)

Animal Categories

Contact Roles

Product Categories

Contact Note Categories

Horse Brand

Getting Started

Profile

Interested Parties

Transactions

Location

Media

Communication

Contact Profile

Contact - Horses

Contact - communications

Communications

Horse Update

Financials

End of Period

Discounts

Settings

Category Management

Groups

Notes

Horse Notes

Contact Notes

EPONA is a powerful, cloud-based platform designed specifically for the equine industry, ideal for equine service providers, veterinary practices, farms, and trainers. It simplifies horse management and client billing and offers seamless automatic integration with Xero for end-to-end financial visibility. &nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/af7ea7ee-84c7-49ad-a2f6-aeb99566d016"></figure> From the navigation menu at left of screen, you can easily access EPONA’s core functions. Here's an overview of what you'll find: &nbsp;<a href="https://epona.productfruits.help/en/article/schedule">Schedule</a>You may view and enter scheduled (and completed) <a href="https://epona.productfruits.help/en/article/procedures">Procedures</a> and view the <a href="https://epona.productfruits.help/en/article/calendar">Calendar</a> to check for upcoming procedures due. Filter by status to stay on top of what's completed, pending, scheduled or in draft. Under <a href="https://epona.productfruits.help/en/article/add-movement-">Movements</a> you can review and create horse movements and location changes. &nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/137b2b59-138b-4bbb-8853-20041635d28a"></figure> <a href="https://epona.productfruits.help/en/article/horses">Horses</a>Browse and manage your active horse list and <a href="https://epona.productfruits.help/en/article/add-a-new-horse">add new horses</a> as well as <a href="https://epona.productfruits.help/en/article/horse-csv-import">import horses via a CSV file</a>. For each horse, access the <a href="https://epona.productfruits.help/en/article/horse-profile">profile</a>, manage <a href="https://epona.productfruits.help/en/article/horse-interested-parties">interested parties</a>, track <a href="https://epona.productfruits.help/en/article/horse-procedures">procedures</a> and review <a href="https://epona.productfruits.help/en/article/horse-transactions">transactions</a> (charges).&nbsp; Keep track of <a href="https://epona.productfruits.help/en/article/horse-location">where the horse is located</a>, <a href="https://epona.productfruits.help/en/article/add-movement">create movements</a> and view current and historical daily charges. You can upload or view media, as well as create and view communications all from inside the Horses screen. &nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/f3790cd3-7287-4af5-b821-e11130bbcf9d"></figure> <a href="https://epona.productfruits.help/en/article/contacts">Contacts</a>Manage existing contacts and <a href="https://epona.productfruits.help/en/article/add-contact">add new contacts</a>. New contacts can be added manually or by <a href="https://epona.productfruits.help/en/article/contact-csv-import">importing a CSV file</a>. Contacts include owners (billable parties) and also interested parties for horses. Service providers can also be added. In Epona it's easy to link contacts to horses, transactions, or procedures performed. &nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/c96afc95-9e5c-43dd-af10-c7ac442a3f15"></figure>&nbsp;<a href="https://epona.productfruits.help/en/article/financials-overview">Communications</a>Comms functions in Epona are powerful and highly customisable. You can control the format of communications, and set which procedures and events in your database should generate an email to horse owners. Email communications can be created, reviewed and sent via the Comms screen. &nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/51d64c46-2590-4af1-9315-b0009ace66bd"></figure> <a href="https://epona.productfruits.help/en/article/financials-overview">&nbsp;Financials</a>Designed for database managers and administrators, this module allows you to view, edit, and <a href="https://epona.productfruits.help/en/article/transactions">manage all accounting transactions</a> as well as create, view, print and email <a href="https://epona.productfruits.help/en/article/invoices">invoices</a> to clients. Also under Financials is the ability to validate and review all work, and horse movements and daily charges, ready for <a href="https://epona.productfruits.help/en/article/end-of-period-intro">End of period</a> client billing. &nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/80be6fe3-de3e-40b9-9aa4-a4c6b7982ec9"></figure> <a href="https://epona.productfruits.help/en/article/settings-overview">Settings</a>Available to admins only, this section lets you configure your workspace by:<ol><li><a href="https://epona.productfruits.help/en/article/business-information">Business Information</a> - Set up and modify up your business profile</li><li><a href="https://epona.productfruits.help/en/article/services-and-products">Products and Services</a> - Create lists of procedures and products your business provides</li><li><a href="https://epona.productfruits.help/en/article/locations">Locations</a> - Create locations (properties) and link facilities (stables, barns, paddocks) for horses&nbsp;</li><li><a href="https://epona.productfruits.help/en/article/accounting-integration">Account Settings</a> - Set up and maintain integration with Xero (accounting system)</li><li><a href="https://epona.productfruits.help/en/article/user-management">User Management</a> - Add and manage database users and their application permissions</li><li><a href="https://epona.productfruits.help/en/article/business-rules">Business Rules</a> - Automate procedure creation, bundle procedures and products and set discount rules</li><li>Communications Settings - Setup email communications templates with branded graphics and text customisation for various advice types</li><li>Financial Settings - Setup customer payment terms, customise invoice numbering and financial communications email templates &nbsp;</li></ol><figure class="image"><img src="https://cdn-assets.productfruits.com/7d8493d7-8a5a-4128-b260-d2d691c9d9cf"></figure> <a href="https://epona.productfruits.help/en/article/quick-add-menu">Quick Add Menu</a> ("+" on the top right)The Quick Add Menu is accessible from any screen and allows the following items to be added quickly and easily:<ul><li>Procedures (recurring services provided to horses)</li><li>Movements (record changes to horse location and daily charge rates)</li><li>Horses (with stud book verification of horse details)</li><li>Contacts (clients, horse owners, service providers, interested parties)</li><li>Horse Updates (email communication on horse progress while in your care)</li></ul>&nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/34b68d9a-ae13-4502-a3b3-238626c28fee"></figure>&nbsp;

Go to the EPONA App

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