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

 

How do I View a Debit Note?

            ON DESKTOP:

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

STEP 1​​​

  • From the Orders & Invoices screen, click the invoice number for the service order to view the invoice which has the debit note attached to it.

STEP 2

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

  • Clicking on "Show/Hide details" allows you to view a breakdown of the services that were changed and any charges added to your client's account.

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

STEP 3

  • From here you an also Download a Debit 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 raised 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

  • On the Orders & Invoices screen, you'll see the committed Debit Note and amount. 

  • The Invoice's initial value and current value are also displayed. 

STEP 4

  • You can also tap the Invoice No. on the Orders & Invoices screen, then tap the Navigator and select "Credit/Debit Notes" to view the committed debit note. 

  • Tap "Show/Hide details to view the service(s) that generated the debit note.

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

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon