There are a number of ways to spot unallocated receipts in your system.

 

  • When viewing the "Receipts" list in a client's record, unallocated receipts can be identified by the word "Unallocated" appearing alongside the receipt amount.

  • The "Unpaid Invoices" report will highlight an invoice (with a yellow background) if there is an unallocated receipt on the client account that could be used to pay (or partially pay) the invoice. 

 

How do I View the Receipts list?

            ON DESKTOP:

Navigate to Clients > Receipts & Refunds > Receipts

STEP 1​​​

  • The Receipts default view is the "Receipts" option from the sub menu.

  • Unallocated receipts will be labeled "Unallocated" next to the receipt amount. 

  • NOTE that the total Unallocated amount on the client's account will be displayed in the "Account" section on the right-side panel.

How do I View the Unpaid Invoices Report?

Navigate to Invoicing > Unpaid Invoices > Outstanding Invoices

STEP 1​​​

  • You can filter the Unpaid Invoices report by "Payment Type" and choose a date to run the report from, or click "This Month End" to display all unpaid invoices through the end of this month.

  • The top transactions in the list are highlighted in yellow, and have a red asterisk next to the client's name.

  • This indicates that there are unallocated receipts (credits) sitting on the client's account that could be used to pay the invoice in full or in part-payment.

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 "Receipts & Refunds" then tap "Receipts" to see a list of all receipts, including Unallocated receipts.

  • Or you can tap "Unallocated Receipts" in the menu to see a list of only the Unallocated receipts. 

STEP 3

  • Unallocated receipts will be labeled "Unallocated" next to the receipt amount. 

STEP 4

  • To view the Unpaid Invoices report, tap the Navigator and select Invoicing > Unpaid Invoices > Outstanding Invoices

STEP 5

  • The invoices with unallocated receipts in the list are highlighted in yellow, and have a red asterisk next to the client's name.

  • This indicates that there are unallocated receipts (credits) sitting on the client's account that could be used to pay the invoice in full or in part-payment.

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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