<      Client Settings < Payment Type

Payment Types are used with the "Bulk Invoicing" feature when you want to create invoices for your services for clients who are on different billing cycles. Payment Types for your Pet Sitter Plus database should be set here.

 

Example:

If you have a mixture of clients that are billed on different billing cycles ( ie. weekly, monthly, "as and when required", "in advance of service", "at the end of service" etc.) you can use Payment Types to identify these different types of clients/billing cycles.

 

How do I set the client's Payment Type?

ON DESKTOP:

Navigate to Clients > Client Admin > Settings

STEP 1

 

  • Click on the drop-down option and select the correct Payment Type for this client.

  • If you don't use payment types, you should leave this setting as "[not set]".

  • Click "Update" to save your changes.
     

Note: If the Payment Type you require is not available, you can set up a new one in Admin > Supporting Data > Payment Types.

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 "Client Admin" then tap "Settings".

STEP 3

  • Tap on the drop-down option and select the correct Payment Type for this client.

  • If you don't use payment types, you should leave this setting as "[not set]".

  • Tap "Update" to save your changes.
     

  • Note: If the Payment Type you require is not available, you can set up a new one in Admin > Supporting Data > Payment Types.

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