Plans, contracts & charges

The Boarding module runs the other half of a stable's business: horses that live at your yard. You set up a price list of plans, register a contract per horse, and Nose generates the monthly charges on its own — you only record the payments. Admins manage everything here; instructors can open the Boarding page to look things up, and helpers never see any money.

Turn the module on and set your rules

1. Go to Settings → Boarding and switch on Enable the boarding module. Staff get a new Boarding section in the menu, and monthly charges start generating automatically.
2. Set the defaults that match how your yard bills:

• Billing day — the day of the month a board charge is due (1–28).
• Generation lead (days) — how many days before the due date the charge appears for the owner.
• Partial-month billing — how arrivals, departures and plan switches mid-month are billed: Pro-rata by days, Started weeks, or Full calendar month.
• Notice period — how a contract's end date is computed after notice: End of the next calendar month (the common custom) or a fixed number of days.

1. Build your price list under Boarding plans with Add plan: a name, a description of what's included (visible to owners), the monthly price, and an optional day rate for short stays.

Each contract can override the billing day and the partial-month rule, so one horse on different terms doesn't force a settings change.

Register a contract

1. Open Boarding in the menu and click New contract.
2. Pick the Horse and the Payer — the person the charges go to. The payer must be a member of your stable (usually the horse's owner; invite them first if needed, see the owner portal).
3. Pick a Plan, or choose No plan (custom price) and enter a negotiated monthly price.
4. Set when it Starts, and optionally an end date for fixed-term stays ("horse hotel").
5. Optionally add a Deposit — it is charged when the contract is activated and settled when the contract ends.
6. The Billing preview at the bottom shows exactly what will be charged and when — including a prorated first month — before you save anything.
7. Click Create contract. The contract is saved as a draft: nothing is billed yet. When the horse actually arrives, open the contract and click Activate contract.

Monthly charges — automatic

Once a contract is active, Nose generates its board charge every month, ahead of the due date by your generation lead. Generation is safe and never doubles up — a month that's already billed is skipped. The contract's Upcoming charges panel shows what's coming; Generate now creates anything already due without waiting for the daily run.

Charges come in kinds you'll recognise on every list: Board, Service, Adjustment, Hold, Deposit, Deposit refund. Each charge is Open until it's paid, then Settled — or Waived / Cancelled if you decide so.

Recording payments

On the contract's Charges tab:

1. Click Settle on an open charge.
2. Enter the amount (the outstanding amount is pre-filled), pick the Payment method — cash, card or transfer — and optionally a note.
3. Click Record payment.

Part payments are fine: the charge stays open and shows how much is already paid. Paying more than is owed turns the surplus into the payer's account credit automatically. Cash payments land in the cash box of whoever recorded them, exactly like ride payments — so Earnings stays honest. You can also settle boarding charges from the Earnings page's client receivables view, alongside unpaid rides.

Three corrections are always available:

• Waive — forgive a charge (a reason is required).
• Cancel charge — remove a wrong charge (a reason is required); the correct one can be generated again.
• Add adjustment — a one-off plus or minus line, e.g. damage repair or a goodwill credit. Positive = payable, negative = credit.

Horse away? Use a hold

If a horse leaves for a while (competitions, rehab) but keeps its box, add a hold on the contract's Holds tab: a date window plus either a special price for that window, a percentage discount, or nothing (full rate). Billing follows the hold automatically.

Notice and ending a contract

• Give notice — the end date is computed from your notice rule and shown before you confirm; the notice month remains payable. A notice can be withdrawn as long as the contract hasn't ended.
• End contract — pick a reason (owner's/stable's notice, horse sold, and so on) and the end date. The Billing corrections preview shows exactly which charges will be cancelled, re-billed at a prorated amount, or adjusted — nothing changes silently.
• Deposit settlement — on an ended contract you can Apply the deposit to open charges (no cash-box impact) and/or Record refund for the rest, optionally as owner account credit. Nose caps it so you can never pay out more than the deposit held.

Good to know

• Who sees what: helpers never see boarding money; owners see charges only for their own horses, and only the contract's payer sees amounts. See the owner portal.
• Notifications: the payer gets a message when a new charge is issued, a reminder shortly before it's due, and a confirmation when you record their payment. Admins are notified of recorded payments too.
• Arrears at a glance: the Boarding list shows a red "days overdue" chip and the open amount per contract, so you see who to chase without opening anything.
• A payer with an active contract can't be deactivated or deleted — end the contract first.

Related

• Owner portal — your horse's board
• Earnings