Onboarding

Digitail

4min

How to set up myBalto Foundation

Please reach out to our team at [email protected] or message us through the Chat widget in the myBalto Foundation Platform if you run into any issues or have any questions!

How to add the myBalto Foundation Donation as a line item:

Step 1: Log into your account

Step 2: Click on the "person icon" in the upper right hand corner then click "administration".

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Step 3: You will scroll down on the left hand column until you see "Inventory" and click on "Services".

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Step 4: Click on "Add Service"

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Step 5: Enter the information as it appears in the image below

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Step 6: Click SAVE

Step 7: You have now successfully added the myBalto Foundation Donation to your PIMS! Head back over to the myBalto Foundation Dashboard --> Settings --> Veterinary Mgmt System --> Click the blue button "Verify" to confirm your line item.

Please note that it may take until the next day for our system to be able to verify the product has been added.

If for some reason you have added your product, and you are still not seeing donations coming through, then:

  1. Verify the product name in your system matches "myBalto Foundation Donation" exactly, no extra spaces at the end.
  2. Verify you've added the product in the myBalto platform in your settings.
  3. Reach out to our team via email or by chat and we will gladly work with you to get it working!



How to add myBalto Foundation Donation to Invoice:

Step 1: Proceed to Billing, scroll to "Add Services and Products", select "Services" and type in myBalto Foundation Donation



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Step 2: Change the "Unit Price" to the donation amount that the customer would like to give and check out per usual.

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Updated 17 Jan 2025
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