Step 3: Review 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 

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

Create Invoice

Invoices

Horses

Calendar

Procedures

Locations

Financials overview

Business rules - Service Automation

Quick Add Menu

Add Ad Hoc Transaction

Transactions

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: Check Validations

Horse CSV Import

Step 2:  Review Transactions

Intro Discounts

Manual Discounts - Transactions

Add ad hoc Credit 

Manual Discounts - Add Procedure

Getting Started

Profile

Interested Parties

Location

Media

Communication

Contact Profile

Contact - Horses

Contact - communications

Communications

Horse Update

Financials

End of Period

Discounts

Settings

<h2>Welcome to EPONA</h2>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.<figure class="image"><img src="https://cdn-assets.productfruits.com/7f512f75-0114-4d99-8e30-4e0c3d65f4c2"></figure>From the left-hand navigation menu, you can easily access EPONA’s core sections. Here's an overview of what you'll find:<a href="https://epona.productfruits.help/en/article/schedule">Schedule</a>Have the option to select <a href="https://epona.productfruits.help/en/article/procedures">Procedures</a> or view the <a href="https://epona.productfruits.help/en/article/calendar">Calendar</a>. Under Procedures, quickly review upcoming and past procedures. Filtered by status to stay on top of what's completed, pending, scheduled or in draft.<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">importing 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>. Keep track of <a href="https://epona.productfruits.help/en/article/horse-location">where the horse is locate</a>d, <a href="https://epona.productfruits.help/en/article/add-movement">create movements</a> and view current and historical daily charges. Additionally, you can upload or view media, as well as create and view communications.<a href="https://epona.productfruits.help/en/article/contacts">Contacts</a>Manage existing 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 interested parties for horses. This makes it easy to link contacts to horses, transactions, or procedures.<a href="https://epona.productfruits.help/en/article/financials-overview">&nbsp;Financials</a>Designed for managers and administrators, this module allows you to view, edit, and <a href="https://epona.productfruits.help/en/article/transactions">manage all transactions</a> as well as create, view, print and email <a href="https://epona.productfruits.help/en/article/invoices">invoices</a>. Also under Financials is the ability validate and review all work and movements ready for <a href="https://epona.productfruits.help/en/article/end-of-period-intro">End of period</a>.<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> - Setting up your business profile</li><li><a href="https://epona.productfruits.help/en/article/services-and-products">Services and products</a> - Defining your procedures and products</li><li><a href="https://epona.productfruits.help/en/article/locations">Locations</a> - Create locations and link facilities for horses&nbsp;</li><li><a href="https://epona.productfruits.help/en/article/accounting-integration">Account Settings</a> - Set up integration with Xero</li><li><a href="https://epona.productfruits.help/en/article/user-management">User Management</a> - Add and then manage users and their permissions</li><li><a href="https://epona.productfruits.help/en/article/business-rules">Business Rules</a> - Automate procedure creation with business rules</li></ol><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 to be added<ul><li>Procedures</li><li>Transactions</li><li>Horses</li><li>Contacts</li><li>Progress notes</li></ul>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Go to the EPONA App

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