There are a few ways you can receipt payments to your client's account, depending upon whether they are paying an invoice in full, making a partial payment or paying cash on account (pre-paying) for an invoice that is yet to be created.
 

All payments received can be viewed on the Receipts Report.

How do I Create a New Receipt?

            ON DESKTOP:

Navigate to Clients > Receipts & Refunds > Receipts

STEP 1​​​

  • Click "Add New Receipt".

STEP 2

  • Enter the information as follows:

    • Date​: Enter the date the payment was received.

    • Amount: Enter the payment amount.

    • Receipt Type: Enter the method of payment, such as direct credit, cash or check.

    • Details: The default text can be left as "Payment Received" or you can adjust to suit your own description, such as adding a Check number.

  • Pet Sitter Plus will allocate the amount of the payment to the outstanding invoice that best matches the payment amount.

  • If this payment was meant for a different invoice, you can change the amounts being allocated manually.

STEP 3

  • If you want to send your client an email receipt, check the box for "Email Client".

  • Select the appropriate "Email Template" from the drop down list.

  • You can edit the "Subject" and the "Email Body" content as you wish.

  • Click "Add This Receipt".

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Receipts & Refunds" then tap "Receipts".

STEP 3

  • Tap "New Receipt" to add a new receipt (payment) to the client's account.

STEP 4

  • Enter the payment information as follows:

    • Date​: Enter the date the payment was received.

    • Amount: Enter the payment amount.

    • Receipt Type: Enter the method of payment, such as direct credit, cash or check.

    • Details: The default text can be left as "Payment Received" or you can adjust to suit your own description, such as adding a Check number.

STEP 5

​​

  • Pet Sitter Plus will allocate the amount of the payment to the outstanding invoice that best matches the payment amount.

  • If this payment was meant for a different invoice, you can change the amounts being allocated manually.

  • To email your client a payment receipt, make sure the button for "Email Client" is toggled ON, and confirm you have the correct Email Template and Email Subject.

  • Tap "Add Receipt" at the top of the screen to add the payment to the client's account.

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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