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 receipt shows adopter contact, transaction date with Change, payment method, contract acceptance details, pet tags, Back to Adopter, and Documents navigation. Checkbox records show Contract acceptance and Date accepted; records with a captured signature show Signed contract and Date signed.
Choose View applications and agreements to open the adopter's Application History, then Download PDF or Print on the relevant submission. The application PDF includes the agreement text and acceptance details saved with that application, including a signature if one was collected. This is separate from adoption checkout acceptance. Separately sent contracts are in the adopter profile's Contracts section.
The center receipt includes:
- Placed Pets
- Payment Ledger
- Follow-up Plan
- Receipt Notes
The right context column contains Activity and truncated Team Notes previews. Open Notes for the full discussion, or click a preview to read and reply.
Payment Review
The ledger shows adoption fee, donation, total verified, remaining amount, method, status, and related payment entries. When part of a Stripe or Square payment is refunded, the refunded amount is left out of the verified total and a refund note appears on the payment entry; the payment keeps its status. 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. An interval counts from the adoption date in the organization's time zone: day-based intervals such as 30 or 90 days add exactly that many days, while 3 months and annual add calendar months. 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 Notes tab.
- Documents is a full toolbar tab.
Print, Download, Email, Return, and Delete
- Print Report opens the receipt report.
- Download Summary saves a text summary.
- These receipt exports do not include the full agreement. Use the application PDF or the separately sent contract for that document.
- 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.