Adoptions Workbench
Open Adoptions. Each row can show the adopter, placed pets, donation, fee, confirmation state, payment method, and date.
Use:
- Search for adopter, email, pet, or microchip.
- Species and payment-method facets.
- Date range under More filters.
- Sort by recently updated, newest, adopter name, highest fee, or highest donation.
Select a row to open its receipt.
Adoption Receipt
The header shows the adopter name, adoption state, date, and metrics for finalized date, verified paid, pets placed, and follow-ups.
The left rail contains adopter contact, transaction date with Change, payment method, signed-contract details, pet tags, Back to Adopter, and Documents navigation.
The center receipt includes:
- Placed Pets
- Payment Ledger
- Follow-up Plan
- Receipt Notes
The right context column contains Activity and Team Notes.
Payment Review
The ledger shows adoption fee, donation, total verified, remaining amount, method, status, and related payment entries. A pending record displays Review Payment and Cancel in its alert and ledger actions.
Use Review Payment to verify receipt and add optional notes. Cancel marks an unverified adoption payment as cancelled.
Follow-Up Plan
Schedule a follow-up with a date and time, interval, optional note template, and internal notes. Existing follow-ups can be marked completed, unreachable, or skipped with an outcome and notes, or archived.
Receipt Notes, Team Notes, and Documents
- Receipt Notes is the editable adoption-level summary in the center.
- Team Notes is threaded internal discussion in the right context column.
- Documents is a full toolbar tab.
Print, Download, Email, Return, and Delete
- Print Report opens the receipt report.
- Download Summary saves a text summary.
- The action menu offers Send Email after payment is confirmed and an enabled template is available.
- Return Adoption is available for a completed, non-returned, non-cancelled record.
- Delete Adoption Record permanently removes a record and is intended for erroneous records.
Permissions
Adoption records require Adoption Counselor access.