How do I View Unallocated Receipts?
 

            ON DESKTOP:

Navigate to Clients > Receipts & Refunds > Unallocated Receipts

STEP 1​​​

  • Click on "Unallocated Receipts" from the menu on the left.

  • A complete list of all receipts with unallocated amounts on the client's account will be displayed, i.e. payments that are not currently applied to any invoices.

  • Click on the receipt to view the payment details. From there you can change the amount or allocate the payment to an invoice. 

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 "Unallocated Receipts".

  • A complete list of all receipts with unallocated amounts on the client's account will be displayed, i.e. payments that are not currently applied to any invoices.

  • Click on the receipt to view the payment details. From there you can change the amount, allocate the payment to an invoice, delete the receipt, or create a refund for the payment. 

STEP 3

​​

  • A complete list of all receipts with unallocated amounts on the client's account will be displayed, i.e. payments that are not currently applied to any invoices.

  • Tap on the receipt to view the payment details. From there you can change the amount, allocate the payment to an invoice, or delete the receipt.

  • Or tap "Create Refund" to create a refund for the payment. 

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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