When you create a credit note on a client's account, you will probably wish to send a copy of it to your client so they can see that it has been applied.

 

There are three methods to achieve this: 

  • Download the credit note PDF and attach it to an email from your email client such as Outlook

  • Download the credit note PDF and print it off to be handed to the client

  • Once the credit note has been committed, you can re-send the invoice and account summary to the client and the credit note will be included in the PDF attachment. It is also noted on the Account Summary.

  • The credit can be viewed on the Client Portal on the Account Summary page which is opened automatically when a client logs in to the portal.

 

How does the Client View the Credit Note?

  • If the client logs in to their client portal, they will see any credits that are on their account by viewing the Account Summary page:

clients-invoices-credits-CP-account-summary.jpg

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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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