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

 

How do I Create a Debit Note?

 

In this example, your client has been invoiced in advance for their services. They paid the invoice in full as usual. However, you needed to add an extra fee to the invoice mid-month.

 

You will need to edit the service order for their January services and increase the cost of the Home Visit that the client has been invoiced and paid for. This action will cause Pet Sitter Plus to generate - or create - a debit note for the service with an extra fee.  

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • From the Orders & Invoices screen, click the service order called "Jan 2020". The value for this order is $308.00.

STEP 2

  • The next step is to increase the cost of the service. 

  • Select the service, click "Edit...", increase the Unit Charge, then click "Update".

  • The value for the order has increased to $318.00, because a $10.00 clean-up fee was added to one of the services.

STEP 3

  • Click "Commit Debit Notes" to add the debit balance to the client's account.

  • See How do I Commit a Debit 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, tap the service order called "Jan 2020" to open the order.

  • Select the service(s) you need to increase the price on, tap the "Actions" button, select "Edit...", increase the Unit Charge, then tap "Update".

STEP 4

  • The value for the service order has increased because the cost of the service was increased.

  • To apply the debit balance to the client's account, tap "Commit Debit Notes".

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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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