You may wish to resend an invoice to a client. For example, this could be if they have misplaced the original email, or if they have not paid on time and you want to request payment again.

 

Once you have navigated to the invoice you can email a copy to the client.

  • A copy will also be sent to your admin email if you have the option to receive invoice copies checked.

  • The subject in the email tells you that it is a "copy".

  • Before sending, you can see the date "Last Sent" in the invoice "Details" panel to ensure you are not resending it too soon.

 

How do I Resend an Invoice to a Client?​​

            ON DESKTOP:

Navigate to Clients > Orders & Invoices > Click on the Invoice

STEP 1​​​

  • From the client's Invoice screen, click "Resend Invoice" from the menu on the left.

  • You may have already set your system to automatically display the Invoice template. If not, simply select it from the drop down. You can add to or edit it to suit your message to your client.

  • Click "Resend Invoice".

How do I set it to automatically display my "Invoice" Email Template?

 

Here is an example of the email message as it might appear in your client's inbox in their email client. The resent invoice is automatically attached to the email as a PDF. The Subject of the email is automatically labelled as a "Copy".

Here is an example of how the invoice might appear in its PDF format. The resent copy of the invoice is the same as the original.

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 "Orders & Invoices".

STEP 3

  • On the Orders & Invoices page, tap on the Invoice No. for the invoice you want to resend. 

  • Tap the Navigator from the Invoice page, then tap "Resend Invoice".

STEP 4

  • Select or confirm the Email Template you'd like to send to the client.

  • Ensure you have an Email Subject line.

  • Edit/review the email Body if needed.

  • Tap "Resend Invoice".

  • An email will be sent to the client with the Invoice attached as a PDF document.

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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