How do I View All Account History on a Client's Account?

            ON DESKTOP:

Navigate to Clients > Account History

STEP 1​​​

  • Click on "Account History" from the menu on the left.

  • A complete list of all financial activity on the client's account will be displayed.

  • This includes every invoice that is created or voided, all receipts, credit or debit notes, and refunds on the account.

  • To view more details, you can click on a quote, invoice or receipt.

  • Click on the page number to view more account history. The current page is shaded blue.

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 "Account History". 

STEP 3

​​

  • A complete list of all financial activity on the client's account will be displayed.

  • This includes every invoice that is created or voided, all receipts, credit or debit notes, and refunds on the account.

  • To view more details, you can tap on a quote, invoice or receipt.

  • Tap on the page number to view more account history. The current page is shaded blue.

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



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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