Navigate to Clients > Orders & Invoices > click on an Invoice

 

Once you have created a service order for your client, and optionally sent them a quote, you are then ready to invoice them for the work.

 

An invoice is an official document that you send to your client when you want them to pay you for services you have delivered (or will deliver). 
 

In this section you can:

  • learn what the columns mean within the invoice details screen

  • understand how to apply a different payment type

  • see how to resend invoices with or without the client's account summary

  • understand when it is appropriate to write-off or void an invoice

  • understand about committing credit and debit notes

 

 

Click to enlarge.

The Invoices Screen >

An explanation of what the columns mean that appear on the invoice details screen. 

Edit Payment Type >

An explanation of how changing the payment type affects the payment due date of the invoice when it is created, and the process required to change the payment type. 

Resend Invoice Only >

How to resend a copy of the invoice to your client.

Payment Details >

When a client has fully or partially paid an invoice, you can view the details of this payment.

Resend Invoice and Account Summary >

How to resend a copy of the invoice and the account summary to your client.

 

Admin Notes >

An admin note can be added to a quote or an invoice as a reminder to take some action, for example.

Write Off >

Learn how to write-off an amount from an invoice and when you might need to do this.

Credit Notes and Debit Notes >

How to create an invoice but without sending a copy to the client.

Void an Invoice >

When it is appropriate to void an invoice and the procedure to follow to achieve this.

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

 

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Calling from

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Outside the UK      +44 845 834 0254

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