Invoices for service orders are displayed on the Orders & Invoices screen and can be identified in the "Invoices" column by the invoice number.

 

How do I View an Invoice?​

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • From the Orders & Invoices screen, find the description of the service order that you wish to view the invoice for.

  • In the "Invoices" column, click on the "Invoice No. XXX" to view it.

STEP 2

  • Once the invoice has been opened you can view its contents.

  • The sub menu on the left gives you options to resend the invoice with or without the account summary, view the payment allocation, write off or void the invoice.

  • You can also view any associated Credit Notes or Debit Notes.

  • See The Invoices Screen to find out what the columns on the invoice mean.

  • Below is an example of:

    • the email from the "invoice" email template used to send the invoice to the client, and 

    • how your invoice might look when it is emailed to your client as a PDF attachment, and

    • how your account summary might look.

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 Invoice No. for the invoice you want to view.

STEP 4

  • From the Invoice screen, tap the Navigator to view options for the invoice, such as resending or voiding the invoice, viewing Credit/Debit Notes, or Payment Allocations.

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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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

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