Navigate to Clients > Orders & Invoices

 

Once your client has approved the costs in a quote, it is ready to be converted into an invoice for payment.

 

The invoice is a direct copy of the quote, but it will now be represented by an invoice number and be entered into your financial records. 

 

As on the quote, the invoice includes:

  • The service start date.

  • The service end date.

  • The required type of service.

  • Service start and end times (such as pick up and drop off times if relevant).

  • Special instructions you might have been given.

  • The price - that is now due for payment.

 

 

Click to enlarge.

Creating an Invoice (Email) >

See how to create an invoice with the option to email a copy of it to the client.

 

Creating an Invoice (No Email) >

How to create an invoice but without sending a copy to the client.

Download Invoice PDF >

When viewing an invoice or quote you can download a copy of the invoice PDF to print out and keep a paper copy.

 

Download Account Summary PDF >

When viewing an invoice or quote you can download a copy of the client's account summary in a PDF to print out and keep a paper copy.

Who Receives a Copy of the Invoice? >

You can check who will receive invoices in the client's account, and see how to amend who receives a copy.

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



© 2020 all rights reserved

CONTACT US



sales@petsitterplus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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