Credit notes are automatically generated by Pet Sitter Plus when services are canceled that have previously been included on an invoice.

 

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 canceled two walks as they are working from home.

 

You will need to edit the service order for their January visits and cancel the visits the client has been invoiced and paid for. This action will cause Pet Sitter Plus to generate - or create - a credit note for these canceled services. Note: you can also cancel services directly from the Schedule if you prefer. 

How do I Create a Credit Note?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • From the Orders & Invoices screen, click the service order called "January walks". The value for this order is $670.00.

STEP 2

  • The next step is to cancel the services that the client no longer needs. 

  • Select the services by putting a check in checkboxes, and click "Cancel".

STEP 3

  • The services have been cancelled and the value for the order has decreased by $50.00.

  • A message appears letting you know that the invoice for this order has an un-committed credit note. 

  • You can click "Commit Credit Notes" to apply the credit to the clients account, or leave the credit note open if you anticipate more services being canceled during the month. 

  • Next, see How do I Commit a Credit Note? to follow the next steps in the procedure.

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, click the service order called "January walks". 

  • Next, cancel the services that the client no longer needs. Select the services by putting a check in checkboxes, tap the "Actions" drop-down, and click "Cancel".

STEP 4

  • The services have been cancelled and the value for the order has decreased by $50.00.

  • A message appears letting you know that the invoice for this order has an un-committed credit note. 

  • You can click "Commit Credit Notes" to apply the credit to the clients account, or leave the credit note open if you anticipate more services being canceled during the month. 

  • Next, see How do I Commit a Credit Note? to follow the next steps in the procedure.

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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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