Navigate to Clients > Orders & Invoices > click on the Invoice

 

Debit notes are generated by Pet Sitter Plus when services that have previously been included on an invoice are increased in value.

 

  • This will prompt the system to "auto generate" a debit note that will then be associated with the original invoice. The auto generated debit note will remain open or "un-committed" until it is closed or committed by the user.

  • While the debit note remains open or "un-committed", any additional debits as a result of price increases for items on this invoice will be added to the same debit note until it is committed by the user.

  • Debit notes can be committed either from within the service order, from the invoice or from the Credit/Debit notes report.

 

Committing (or closing) Debit Notes

 

Debit notes can be committed in one of three ways:
 

  • From the Service Order screen for which the invoice was produced that the debit note relates to.

  • From the Invoice Details screen for the invoice to which the debit note relates.

 

 

Click to enlarge

How do I Create a Debit Note? >

Find out how to create a debit note for a service with a higher price on an order that has been invoiced. 

 

How do I Commit a Debit Note? >

Once you have created a debit note, learn the different procedures for committing the debit note.

 

Viewing a Debit Note >

There is an option to view a list of debit notes that have been created against an individual invoice. 

 

Download a Debit Note PDF >

The debit note is automatically added to the invoice once it is committed. It is also added to the invoice PDF and can be downloaded on its own. 

Sending a Debit Note to a Client >

It is possible to download the debit note as a PDF file and attach it to an email to send direct to a client. 

 

Viewing the Credit/Debit Notes Report >

A report can be generated to include all uncommitted debit or credit notes in your system.

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.



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CONTACT US



sales@petsitterplus.com

 

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USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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