Payment types are set on the client's Settings page, and can be customized on Admin > Supporting Data > Payment Types. Payment Types help to differentiate clients who have different payment terms, for example Monthly Invoiced or Weekly Prepay. And they determine the due date for the quote/invoice. The client's Payment Type can be edited for an individual quote if:

  • you wish to collect payment on different payment terms, or

  • the due date for the quote is wrong

 

For example, you may regularly invoice a client for dog walking in arrears (after the service is complete). This means that all of the client's quotes and invoices will automatically default to the payment type in their settings.

 

However, you may then wish to invoice the client for a different service than usual, with different payment terms. For example, your client usually orders weekly dog walks from you on an ongoing basis which you invoice at the end of each week in arrears. Their dog is unable to walk due to illness so they have requested home visits instead. You usually invoice home visits in advance, so you wish to change the payment type for this quote only (and the subsequent invoice). 

 

How do I Change the Payment Type on an Individual Invoice?

 

NOTE: this must be done at the quote stage (ie. before the invoice is created and sent to the client). If your invoice has already been sent, you will need to void the invoice, then edit the payment type and then create the invoice again and re-send it to the client. The invoice will have a different number to the original - now voided - invoice.​

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • From the Orders & Invoices screen, click on the Quote for which you want to change the payment type.

STEP 2

  • When you are viewing the quote details, click "Edit Payment Type" from the menu on the left.

  • If you know the correct payment type that will apply the settings to the quote, choose the alternative setting from the drop down. This will apply this payment type to this quote only.

  • If you know that the due date will be different, check the box for "Update Due Date" as well.

  • Click "Update Payment Type". 

  • You can now convert the quote to an invoice.

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, tap "Quote" for the quote/invoice for which you would like to edit the Payment Type. 

STEP 4

  • From the Quote screen, tap the Navigator, then tap "Payment Type" in the menu.

STEP 5

  • Select the alternative Payment Type from the drop down. This will apply the new payment type to this quote only. 

  • If you know that the due date will be different, check the box for "Update Due Date" as well.

  • Click "Update Payment Type". 

  • Note: Each Payment Type may have a unique due date associated with it, and the Payment Type for a quote will show you the payment terms for the invoice (Monthly Invoiced, Weekly Prepay, etc). 

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