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.
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How to create a new receipt in your client record, for payments in full or part-payments.
If any details on the receipt need changing, you will need to amend it.
If a receipt has been posted in error, you will need to delete it.
Learn how to identify unallocated receipts and to allocate them to the correct invoice.
Learn how to unallocate payments that have been allocated to an invoice.
All payments that have historically been made on a client's account – through Stripe or by other methods – are listed in this report.
View a list of any unallocated receipts posted to the client account so you can re-allocate to the correct invoice.
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.
Learn how Pet Sitter Plus detects client payments via the portal and allocates the payments.