Pet Sitter Plus supports the production of Credit Notes and Debit Notes. The Credit/Debit Notes Report provides a list of all "open" or un-committed credit notes or debit notes.

 

What is an "Uncommitted" Credit Note?

 

Credit notes are generated by Pet Sitter Plus when services are cancelled that have previously been included on an invoice. Cancelling a previously invoiced service (or reducing its value in some way) will prompt the system to "auto generate" a credit note that will then be associated with the original invoice. See Credit Notes and Debit Notes for more information on this subject.

A credit note will remain open (or "uncommitted") until "committed" by the user in one of three ways:

  • from the Service Order or

  • from the Invoice (Credit/Debit Notes page) or

  • from the Credit/Debit Notes Report (see below for details)

 

What is an "Uncommitted" Debit Note?

 

Debit notes are generated by Pet Sitter Plus when services that have previously been included on an invoice are increased in value. This will prompt the system to "auto generate" a debit note that will then be associated with the original invoice. For more information see Credit Notes and Debit Notes.

A debit note will remain open (or "uncommitted") until "committed" by the user in one of two ways:

  • from the Service Order or

  • from the Invoice (Credit/Debit Notes page) or

  • from the Credit/Debit Notes Report (see below for details).

 

How do I View the Credit/Debit Notes Report?

            ON DESKTOP:

Navigate to Invoicing > Credit/Debit Notes

STEP 1​​​

  • Navigate to the Invoicing page and click the Credit/Debit Notes tab.

  • Your complete report of uncommitted credit and/or debit notes will be displayed.

  • Note that you can click on the client's name to go to their client account, and you can click the Invoice No. to go to the Invoice page. 

What do the columns mean on the Credit/Debit Notes Report? 

  • Below is an explanation of what you see on the report:

Client

Contains the client Last Name and First Name

Invoice

Contains the Invoice number to which the credit or debit note relates

Type

Contains "Credit Note" or "Debit Note"

 

Amount

Contains the amount of the credit note or debit note.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Invoicing > Debit/Credit Notes

STEP 2

  • Your complete report of uncommitted credit and/or debit notes will be displayed.

  • Note that you can tap on the client's name to go to their client account, and you can click the Invoice No. to go to the Invoice page. 

  • To commit (or apply) the credits or debits to the clients' accounts, select the account(s) by putting a check in the checkboxes to the right, then tap "Commit".

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



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Calling from

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Outside the UK      +44 845 834 0254

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