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.

 

However, you may need to make changes to your quotes such as:

  • viewing the details of a quote

  • editing a quote

  • using payment types to set when a quote will be due for settlement

  • deleting a quote

  • sending the quote to a client for approval

  • customizing how your quote appears to your clients

  • amending who receives a copy of the quote

 

 

Click to enlarge.

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.

 

Sending a Quote to a Client >

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.

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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