Should you wish, Pet Sitter Plus allows you to download a PDF copy of a credit note to:

 

  • print out for your records

  • save a digital copy on your PC

  • email as an attachment from your email client (outside of Pet Sitter Plus)

 

How do I Download a PDF of a Credit Note?

            ON DESKTOP:

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

STEP 1​​​

  • From the client's Orders & Invoices page, click the invoice number for the service order to view the invoice which has the credit note attached to it.

STEP 2

  • Once you have the invoice on screen, click "Credit/Debit Notes" from the left-side menu.

  • Clicking on "Download PDF" will cause Pet Sitter Plus to generate a PDF of your credit note and download it to your device.

STEP 3

  • Once opened, it will appear similar to the example credit note below.

  • You can also view the Credit/Debit Notes report to see a full list of credit or debit notes that have been raised but not committed as yet. This is useful to view at the end of the month prior to you running your regular monthly invoicing.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Orders & Invoices".

STEP 3

  • From the Orders & Invoices screen, tap on the Invoice No. for the service order which has the credit note attached to it to view the invoice.

STEP 4

  • From the Invoice screen, tap the Navigator then select "Credit/Debit Notes" from the menu.

STEP 5

  • Tapping on "Download PDF" will cause Pet Sitter Plus to generate a PDF of your credit note and download it to your device.

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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