Pet Sitter Plus allows you to change certain aspects of the contents of the invoice in its PDF format. Most of the contents are system generated but you can Add Your Logo at the top and you can also customize the Payment Information (footer paragraph) that appears under the itemized costs table.

 

How do I Customize my Payment Information on Invoices?​

            ON DESKTOP:

Navigate to Admin > Settings > Invoicing

STEP 1​​​

  • Scroll down to the option for "Invoice Narrative".

  • Enter new text or amend the existing text to display a more personalized message to your clients about their invoice.

  • Note: certain merge codes can be used here, such as {CLIENT_REFERENCE} which inserts the text in the "Schedule Ref" or Alias field on the client record (usually the pet's name). 

  • When you have completed your changes click "Update".

On the example PDF invoice below, you can see how the changes we made above are replicated in the invoice that your client receives.

 

invoice PDF.png

ON MOBILE:

STEP 1

  • Tap the Navigator and select Admin > Settings > Invoicing

STEP 2

  • Scroll down to the option for "Invoice Narrative".

  • Enter new text or amend the existing text to display a more personalized message to your clients about their invoice.

  • Note: certain merge codes can be used here, such as {CLIENT_REFERENCE} which inserts the text in the "Schedule Ref" or Alias field on the client record (usually the pet's name). 

  • When you have completed your changes, tap "Update".

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

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon