Once a payment has been received and allocated (applied) to an invoice, the "Payment Allocation" tab will show these receipts (payments). However, there is an option to un-allocate any payment so that it can be re-allocated to a different invoice if required.

In the example below, our client has made a payment of $276.00 with which she intended to pay Invoice No. 526 in full. However, Pet Sitter Plus has allocated $46.00 of the payment against an older Invoice No. 525 and allocated the remaining $230.00 against Invoice No.526, leaving it as part-paid.

How do I Un-allocate or Un-assign a Payment from an Invoice?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices > Click on the Invoice

STEP 1​​​

  • From the Orders & Invoices page, click on the Invoice that you need to un-apply the payment from. 

  • Click "Payment Allocation" to view the allocation of payments on the invoice.​

  • Click "Unassign" to un-apply the payment from the invoice.

STEP 2

  • The "Payment Details" screen changes to show that no payments have been allocated to the invoice.

  • The payment of $276.00 now sits on the client's account as "cash on account" or "unallocated" (assuming it is not allocated to any other invoices).

  • To apply the payment to the correct invoice, click on the Invoice from the Orders & Invoices page that you would like to allocate the payment to, then click "Payment Allocation" in the left-side menu.

  • Enter the amount of the payment in the "Allocate" box.

  • Click "Allocate Amounts".

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

  • Tap on the Invoice No. that you need to un-apply the payment from. 

  • Tap the Navigator, then tap "Payment Allocation" to view the allocation of payments on the invoice.​

STEP 4

  • Tap "Unassign" to un-apply the payment from the invoice.​

  • Once the payment has been unassigned from the invoice, the payment is available to be applied to other outstanding invoices. 

  • Return to the "Payment Allocation" page to apply the payment to the desired invoice.

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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