Navigate to Admin > Supporting Data > Payment Types

 

If you invoice different services on a different basis (eg. recurring dog walking payments are invoiced after service is complete, but home boarding services need to be paid in advance), then you might need to change the client's payment type before sending out a quote. 

 

Before sending a quote, you must make sure that the quote has been assigned the correct "payment type".

  • The "payment type" is used to calculate the due date of the invoice.

  • Payment types can be applied to the client settings if you regularly invoice a client for dog walking after service is complete, for example. To apply a payment type to a client record, see Client Settings > Payment Type  for more information. All of a client's quotes and invoices will automatically default to the payment type in their settings.

  • Alternatively, you can change the payment type on a quote-by-quote basis if you wish to make the payment type for a particular quote different from the usual one.

  • See Payment Types for a more detailed explanation of how to set these up for your billing periods, and how to amend and apply these payment types to client records.

 

 

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Edit Payment Type >

Learn how to apply a different payment type on an individual quote.

 

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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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