Navigate to Clients > Orders & Invoices

 

When your service order has been created it is automatically set to "Quote" status and is ready to be sent to your client for approval, or to be converted into an invoice.

 

In this section you can:

  • learn what the columns mean within the quote details screen

  • manage all aspects of the client's quotations such as editing and sending the quote

  • learn how to use payment types on a quote

  • when ready, learn how to convert a quote to an invoice

 

 

Click to enlarge.

Quotes Explained >

Understand what the columns mean on the quote details screen, including the snapshot of the client's latest status.

 

Quotes Management >

In this section you can see how to edit, delete, email quotes to clients, set payment types and customize the appearance of your quotes. 

 

Viewing a Quote >

How to view the details of a quote on a client record.

 

Editing a Quote >

You may need to make changes to a quote before re-sending it to your client.

Using Payment Types >

Payment types are used to change when a quote is due for settlement and can be set prior to sending out the quote.

 

Deleting a Quote >

Learn the correct method for deleting or removing a quote from the client record and your system.

 

Email Quote >

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

 

Customizing Quotes >

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

 

Who Receives a Copy of the Quote? >

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

Convert a Quote to an Invoice >

Once you have sent your client their quote and the prices have been approved, you are ready to convert the quote into an invoice for your client to pay. View the methods of creating the invoice and downloading a PDF.

 

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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