Once a credit note has been created, you will need to commit (apply) it to the invoice so that the credit is added to the client's account.

 

This can be either be done:

  • straight away for services that are not invoiced on a regular basis, like periodic vacation visits, or

  • at the end of the month so you can add more cancelled services throughout the month if the client cancels anything further, prior to you creating the credit note.

 

Following on from How Do I Create a Credit Note, in this example, your client has been invoiced in advance for their regular daily dog walks for the month. They paid the invoice in full as usual. However, they have cancelled two of the walks as they are working from home.

 

You have edited the service order for their January walks and canceled the walks the client has been invoiced and paid for. Pet Sitter Plus has generated - or created - a credit note for these cancelled services and you now need to commit it - or apply it - to the invoice so the credit amount is added to the client's account that can be applied to a future invoice.

How do I Commit a Credit Note?

            ON DESKTOP:

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

STEP 1​​​

  • Go to the Orders & Invoices screen. Click on the "Invoice No." to view the invoice.

STEP 2

  • Click Credit/Debit Notes" in the left-side panel to view the credit note. ​

  • Click on "Show/Hide details" to show the services that have been cancelled. Click again when you want to hide the details.

  • Click "Commit Credit Note" to reduce the invoiced amount and add the credit to the client's account.

  • You can also access the service order from the Orders & Invoices page to commit credit notes.

  • Click on the service order label to open the service order.

  • You'll see a note telling you that there are uncommitted credit notes for the order. 

  • To commit, or apply, the credit note, click "Commit Credit Notes".

STEP 3

  • Once the credit note has been committed, it can be viewed anytime by clicking on "Credit/Debit Notes" in the menu.

  • The value of the amount owed on the invoice has been reduced by $50.00.

  • The $50.00 credit can also now be viewed in the snapshot panel on the right. It is currently "unallocated" as it will be used as a credit when the next invoice is created.

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

  • Tap on the Invoice No. where you want to commit credit notes. 

STEP 4

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

STEP 5

  • Tap "Show/Hide details" if you would like to view the cancelled (or edited) services that are generating a credit note. 

  • Tap "Commit Credit Note" to commit the credit note to the invoice and apply the credit to the client's account. 

STEP 6

  • There are two other places where you can commit the credit notes:

    • from the service order that holds the cancelled or edited services​

    • from the Credit/Debit Notes report: Invoicing > Credit/Debit Notes

  • Once the credit note has been committed, it can be viewed anytime by clicking on "Credit/Debit Notes" in the Navigation menu.

  • The value of the amount owed on the invoice has been reduced by $50.00.

  • The $50.00 credit can also now be viewed in the snapshot panel on the client's account. The credit will be "unallocated" until it is applied as a credit to another invoice.

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



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