Navigation Clients > Orders & Invoices 

 

Once your invoice has been created and the client has made payment against it, it will remain on the client's account and can be referred to at a later date. 
 

However, once your client has received the invoice, you may need to make changes such as:

  • viewing the details of an invoice

  • editing an invoice

  • using payment types to change when the invoice will be due for settlement

  • deleting an invoice

  • sending the invoice to a client for payment

  • customizing how your invoice appears to your clients

  • amending who receives a copy of the invoice

 

 

Click to enlarge.

Viewing an Invoice >

How to view the details of an invoice on a client record.

 

Editing an Invoice >

Learn the process required to make changes to an invoice.

Using Payment Types >

Payment types are used to change when an invoice is due for settlement and can be set prior to creating the invoice.

 

Void an Invoice >

Learn the correct method for voiding an invoice from the client record and your system.

 

Deleting an Invoice >

Learn the correct method for deleting an invoice from the client record and your system.

Sending Invoices to Clients >

Learn the different methods for sending invoices to individual clients and for carrying out bulk invoicing for multiple clients with one click.

 

Customizing your Invoices >

You can personalize your invoices to suit your business, including adding your logo and including your payment terms.

 

Who Receives a Copy of the Invoice? >

You can check who will receive invoices in the client's account, and see how to amend who receives a copy.

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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