Boarding Packages and Assignments

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Boarding packages help a stable describe what it offers. Boarding assignments connect a horse to a package for a date range and can support billing and agreement workflows where available.

What this helps with

Defining board options
Tracking package pricing and structure
Assigning a horse to a package
Scheduling future board changes
Ending, cancelling, moving, or pausing an assignment where available
Keeping owner, boarder, billing, and agreement context together

Boarding packages

A boarding package can describe a type of board offered by the stable, such as full board, partial board, training board, pasture board, rehab board, or a custom package.

Package details can include:

Package name and description
Price and currency
Tax percentage where applicable
Invoice schedule, such as weekly or monthly
Invoice settings and billing policy where available
Available slots
Custom package features
Agreement template connection where available

Use package names that match how your barn actually talks about board.

Invoice settings

Boarding packages can include invoice settings such as invoice schedule, draft generation day, payment terms, draft reminder or attention timing, and manual/auto-send settings where supported by your current workflow.

Draft generation timing controls when monthly draft invoices are prepared for review. Payment terms apply after an invoice is sent, not necessarily when a draft is created.

Draft reminders help stable managers catch invoices that have been prepared but not sent. Configure these settings before relying on invoice generation for a package.

Assign a horse to a package

An assignment connects a horse to a package with a start date and, when needed, an end date. Where available, it can also include:

Notes
Initial boarding charge choices
Deposit collection choices
Billing contact
Single or split billing mode
Agreement context

Review assignment dates, package, billing contact, billing mode, deposit choices, and agreement context before generating or sending invoices.

Current, scheduled, and past assignments

Assignments can be current, scheduled for the future, or historical.

Current assignments describe the horse's active board arrangement.
Scheduled assignments describe a future arrangement, such as a package change that starts next month.
Past assignments preserve useful board history after an assignment ends.

Future-dated changes are useful when a horse will move from one package to another later, but the stable wants the schedule and billing context ready now.

Changing a horse's board package

Where available, a stable can schedule a package transition instead of editing history in place.

For example, a horse can remain on one package through the end of the month and move to a new package on a future start date. Aurestra helps prevent overlapping active schedule ranges for the same horse so board history and billing context stay clearer.

If assignment dates change, draft billing obligations may also be affected. Some changes may be restricted once finalized billing exists.

Ending vs cancelling an assignment

Ending an assignment is used when a current or active board arrangement should stop on a specific date.

Cancelling is used where available for a future or non-binding assignment that should not take effect. Cancelled future assignments are different from historical board records because the horse was not actually boarded under that scheduled arrangement.

Use notes or reasons where available so the barn can understand later why the assignment changed.

Avoiding overlapping assignments

For clean scheduling, a horse should not have two binding boarding assignments covering the same dates.

If Aurestra warns about an overlap or date issue, review the existing assignment, proposed start date, proposed end date, and package transition plan. Start and end dates should reflect the operational reality of the horse's board.

Billing choices when assigning board

Initial billing options help the stable decide what happens when a board assignment starts. Depending on the workflow, choices may include:

Schedule the assignment only
Create an invoice now for the full initial period
Create an invoice now for a prorated initial period
Add a prorated initial amount to the next billing cycle
Do not collect a deposit
Invoice a deposit now
Add a deposit to the next billing cycle

These choices support billing prep. Review the draft invoice or next-cycle billing context before sending anything to a client.

Pauses

Where available, a stable can record a pause with start and end dates.

Pauses help keep package capacity, billing context, and horse history aligned when board is temporarily interrupted.

Agreements

If the stable uses boarding agreements, a package or stable default can be connected to an agreement template where available.

Agreement workflows are meant to help organize document handling. They are not legal advice. Have your own legal professional review boarding terms before relying on them.

Billing context

Boarding assignments can support invoice preparation for supported billing scenarios.

Aurestra helps organize billing context, prepare drafts, and connect board package settings to invoices. It does not promise automated payment collection, tax filing, or full accounting replacement.

For invoice timing, drafts, credits, deposits, and client balances, see Invoices, Payments, and Billing Prep and Client Balances, Credits, and Deposits.

Pro notes

Basic package setup and assignment record-keeping are available for getting started with the right stable access. Billing policy setup, invoice workflows, deposits, credits, balances, invoice adjustments, and agreement workflows may require Aurestra Pro.