The Stable Secretary Blog

StableSecretary Announces Several New Features

For Immediate Release

New London, NH – October 2021 – StableSecretary announced several new features this summer to better serve horse owners, trainers, and managers with their stable management strategy. The company frequently asks for feedback from users in an effort to continue to meet the needs of equestrians in the evolving equine industry. 

The newest improvements for Professional Plan account holders integrate several features to refine the billing and accounting process.  

• The Financials Dashboard provides easy access through expandable sections that show what subscribers need to see quickly: all account balances, recent invoices, payments and credits, and all of the available financial reports.

• Improved Financial Reports make it easy for Professional subscribers to locate exactly what they need for any selected account.

• The Transactions Report lets a subscriber choose an account and elect to show all transactions, or limit results to only invoices, payments, or credits. Additionally, the Transactions Report produces an up-to-date Account Balance Statement for each client.

• Subscribers can also choose to include Account Statements with invoices, as well as include an overall Account Balance on each invoice as needed.

• A Receive Payment tool allows subscribers to apply one payment to multiple invoices to simplify applying payments to an account’s open invoices.
  • New shortcut options allow subscribers to quickly indicate that an invoice was paid-in-full, or to mark an invoice as forgiven/uncollectible. These new tools make it easier and faster to record payments from clients.

• The new Add Credit tool automatically creates an account credit if the client has paid more than is currently due or for barter situations, such as when a client works in exchange for lessons or reduced board. 

“We know that invoicing is one of the biggest challenges for busy horse professionals,” said StableSecretary Founder Kate Nilan. “It’s a crucial part of staying in business and being able to offer the best care for the horses. We continue to refine StableSecretary’s Financials Section to make it all easier for our subscribers – and also for their clients.  Our new Financial tools make Creating Invoices and Recording Payments quick, and our Financial reports make it easy to understand each Account status.  Our latest update – the ability to invoice Group Members for Group-owned horses – will make it so much easier for subscribers who have horses owned by Groups to invoice each individual accordingly.”

This fall, StableSecretary released another update that adds a tool that facilitates invoicing for Horses owned by a Group. Subscribers create an Owner Group, assign Group Members with individual percentages, and assign the Owner Group as owner/billpayer for horse(s).  Then, the subscriber is able to easily create an invoice for Group Members that includes their percentage of each record’s cost. This new feature greatly simplifies the invoicing process for subscribers who wish to bill Group Members their percentages of records for group-owned horses.

For more information about StableSecretary, visit www.stablesecretary.com.