How do I send renewal notices for pet licensing or food licenses?

The process differs by license type.

Pet License Renewals

Step 1 — Create the filter: 1. Select the Active Pets data grid. 2. On the toolbar, click My Filters > Add New Filter. 3. Name it, check Use Date Range, and select Last License Date. 4. Click Date Range > Specific Date Range, then OK. 5. Under Filter Properties, filter by Animal Type (Dog, Cat, etc.) and click OK twice.

This creates the filter for 1-year renewals. If your municipality also offers 3-year renewals, create a separate filter for those.

Step 2 — Sort the list: sort by Pet Address to group entries at the same address, and by Email Address to bring entries with no email to the top (these need to be printed rather than emailed).

Step 3 — Print or email: 1. Select two records first to test. 2. Click Edit > Print Renewal > OK. 3. Confirm the printed renewals look correct before proceeding — make corrections and repeat if needed. 4. Select the remaining records, click Edit > Print Renewal > OK to process the rest.

Food License Renewals

Step 1 — Create the filter: 1. Go to the Food License Application data grid in the Health Pro module. 2. Click My Filters > Add New Filter and name it descriptively (helpful when updating it in future years). 3. Check Use Date Range, select Last Invoice. 4. Click Date Range, select Specific Date Range, and set it to the expiration date of the latest invoice (e.g., for invoices expiring in 2024, set both fields to 12/31/2024; to include the prior year too, set the range 12/31/2023–12/31/2024). 5. Uncheck Include Blank Dates, then click OK.

Step 2 — Filter by business status: under Filter Properties, set Business Closed = 0 to limit to active businesses, then click OK.

Step 3 — Select records and create invoices: 1. Right-click any record and select Select All (Ctrl+click to deselect individual records). 2. Click Edit. 3. In the Data Grid Options window, select Create Invoice, choose a Due Date, and click Run. 4. Click Yes to confirm “Update Selected Records?”

Step 4 — Process payments: open the record, go to the Licenses tab, select the latest license, go to Payments, and click New to enter payment.

Step 5 — Print or email invoices: select the relevant records again, click Edit > Print Invoice > Run. You’ll be prompted to preview or send directly to the printer, with additional options for emailing, mailing labels, and adding fees.