Navigate to Clients > Orders & Invoices

When an invoice is created, it is a direct copy of the service order – think of it like a photocopy that has been made of the order.

 

If we stick with this analogy, when you make a change to the order, the invoice – or 'photocopy' – won't automatically change. It needs to be 'thrown in the wastebasket' and a new 'copy' made of the order. This means that once the changes have been made to the order you will need to resend a new invoice to your client.

 

Therefore, we cannot simply 'edit' an invoice. The process to be followed is to:

  1. Void the invoice.

  2. The service order then reverts back to "Quote" status.

  3. Changes can be made to the order.

  4. The quote can then be converted into a fresh invoice that now has the correct, changed services and/or prices.

  5. The new invoice can then be sent to the client.

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

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon