You can view a credit note that is attached to an invoice at any time.

 

How do I View a Credit Note?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices > click on the invoice

STEP 1​​​

  • On the client's Orders & Invoices page, you'll see any Credit Notes alongside the Invoice. 

  • The Initial Value of the invoice is displayed, as well as the Credit note and amount, and the Current Value of the invoice. 

  • Click the Invoice No. to view the invoice which has the credit note attached to it.

STEP 2

  • Once you have the invoice on screen, click "Credit/Debit Notes" from the left-side menu.

  • Clicking on "Show/Hide details" in the panel allows you to view a breakdown of the canceled services that have been credited to the client's account.

  • You can see the total value of the credit, including the credit note number that Pet Sitter Plus has automatically generated.

STEP 3

  • From here you can also Download a Credit Note PDF to print it out or attach it to an email to send to the client in a separate communication. It is automatically added to the invoice PDF as a second page.

  • You can also view the Credit/Debit Notes report to see a full list of credit or debit notes that have been created but not committed as yet. This is useful to view at the end of the month prior to you running your regular monthly invoicing.

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

  • Click the Invoice No. to view the invoice which has the credit note attached to it.

STEP 4

  • Once you have the invoice on screen, tap the Navigator then select "Credit/Debit Notes" from the menu.

STEP 5

​​

  • Clicking on "Show/Hide details" allows you to view a breakdown of the canceled services that have been credited to the client's account.

  • You can see the total value of the credit, including the credit note number that Pet Sitter Plus has automatically generated.

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.



© 2020 all rights reserved

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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