Navigate to Clients > Orders & Invoices

Once you have created a service order for your client, you have the option to send them a quote.

 

Quotes look a bit like invoices but they are not invoices. Producing a quote is an optional stage in the billing cycle. For example, you probably wouldn't send a quote to a regular dog walking client - they already know what your service is going to cost - but you might send a quote to a new boarding client who is booking a 2-week vacation to confirm how much their service will be.
 

Sending a quote to your client can be useful if you want to confirm that you have their service requirements recorded correctly including:

  • The service start date

  • The service end date

  • The required type of service

  • Service start and end times (such as pick up and drop off times, if relevant)

  • Special instructions you might have been given

  • The price - a quote is a good way to confirm the total price your client will be required to pay for any service.

 

 

Click to enlarge.

The Quotes Screen >

An explanation of what the columns mean that appear on the quote 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. 

Email Quote >

An explanation of how to email a quote to a client.

Admin Notes >

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

Creating an Invoice (Email) >

See how to create an invoice with the option to email a copy of it to the client.

 

Creating an Invoice (No Email) >

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

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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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