Navigate to Clients > Orders & Invoices 

 

If you invoice different services on a different basis (for example, recurring dog walks are invoiced after service is complete, but home boarding services need to be paid in advance) then you might need to change the client's payment type before creating an invoice. 

 

So before sending a quote, you must make sure that the quote has been assigned the correct "payment type".

  • The "payment type" is used to calculate the due date of the invoice.

  • Payment types can be set on the client's Settings page. To apply a payment type to a client record, see Client Payment Types. All of the client's quotes and invoices will automatically default to the payment type in their Settings.

  • Alternatively, you can change the payment type on a quote-by-quote basis if you wish to make the payment type for a particular quote different from the usual one.

  • See Payment Types for a more detailed explanation of how to set these up for your billing periods, and how to amend and apply these payment types to client records.

 

 

Click to enlarge.

Edit Payment Type >

Learn the process required to change the payment type on an individual invoice.

 

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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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