Navigate to Clients > Receipts & Refunds 

 

When receipting a payment that you have added manually, Pet Sitter Plus will automatically attempt to allocate the payment to outstanding invoices. In this way, Pet Sitter Plus can always produce an accurate aged-debtors (or Accounts Receivable) list to help with cash collection. If an invoice hasn't been created yet, Pet Sitter Plus will post any cash receipts as un-allocated cash (cash on account).
 

All cash received can be listed using the Receipts Report.

 

 

 

Click to enlarge.

Adding a Receipt >

How to create a new receipt in your client record, for payments in full or part-payments.
 

Amending a Receipt >

If any details on the receipt need changing, you will need to amend it.

 

Deleting a Receipt >

If a receipt has been posted in error, you will need to delete it.

 

Understanding Unallocated Receipts >

Learn how to identify unallocated receipts and to allocate them to the correct invoice.
 

Unallocating Receipts >

Learn how to unallocate payments that have been allocated to an invoice.

 

Viewing All Receipts >

All payments that have historically been made on a client's account – through Stripe or by other methods – are listed in this report.

 

Viewing Unallocated Receipts >

View a list of any unallocated receipts posted to the client account so you can re-allocate to the correct invoice.
 

Viewing All Activity >

This report provides a historical list of all credits and debits on the client account, including all invoices created or voided, any receipts and refunds made, and any credit notes applied.

 

Automatic Receipting of Stripe Payments >

Learn how Pet Sitter Plus detects client payments via the portal and allocates the payments.

 

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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