Once a debit note has been created, you will need to commit it to the invoice so that the increased amount due 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 Vacation pet services, or

  • at the end of the month for regular services so you can add any more changes throughout the month, for instance if fees are added to services or prices increase

 

How do I Commit a Debit Note?

 

Following on from How Do I Create a Debit Note, in this example, your client has been invoiced in advance for their Home Visits for the month. They paid the invoice in full as usual. However, you added an extra clean-up fee of $10.00 to one of the services.

 

You have edited the service order for their January services and increased the cost of the visit that the client has already been invoiced and paid for. This action caused Pet Sitter Plus to generate - or create - a debit note for the service with the extra fee.

            ON DESKTOP:

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

STEP 1​​​

  • Go to the Orders & Invoices screen, and click on the "Invoice No." to view the invoice.

  • Click "Credit/Debit Notes" in the menu.

  • Click on "Show/Hide details" to show the service item that has been changed. Click again when you want to hide the details.

  • Click "Commit Debit Notes" to increase the invoiced amount and add the amount due to the client's account. 

STEP 2

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

  • Note that the value of the debit note now appears on the Orders & Invoices screen, and the value of the amount owed on the invoice has been increased.

  • The account Balance has also been increased.

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 the service order label called "Jan 2020" to open the order.

  • Then tap "Commit Debit Notes".

  • Alternatively, you could tap the Invoice No. for the service order on the Orders & Invoices screen, tap the Navigator and select "Credit/Debit Notes", then tap "Commit Debit Note". 

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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