Example:

Client Carol Arkwright has received two invoices from you. One for $154.00 and the other for $176.00. They are both due for payment.

  • Carol has forwarded a payment of $330.00 to cover both invoices in full.

  • The payment can be posted and the appropriate amounts will be allocated automatically to the two outstanding invoices.

  • This reduces the client account balance by $330.00 and marks both invoices as paid. 

 

How do I post a Receipt for a Full Payment?

            ON DESKTOP:

Navigate to Clients > Receipts & Refunds > Receipts

STEP 1​​​

  • Click "Add New Receipt".

STEP 2

  • Enter the information as follows:

    • Date​: Enter the date the payment was received.

    • Amount: Enter the payment amount of $330.00.

    • Receipt Type: Enter the method of payment, such as direct credit, cash or check.

    • Details: The default text can be left as "Payment Received" or you can adjust to suit your own description, such as adding a Check number.

  • In the Allocation column, make sure that the client's payment is being allocated (or applied) to the correct outstanding invoices. Pet Sitter Plus will allocate the payment to the invoice(s) that most resemble the payment. But if this is not correct, then simply edit the amounts in the Allocation column to correctly apply the payment to the invoice(s).​

  • In this example, Carol wants her $330.00 payment to be allocated to Invoice No. 541 for $154.00 and to Invoice No. 542 for $176.00.

STEP 3

  • To send Carol an email receipt, toggle ON the option for "Email Client".

  • Select the appropriate "Email Template" from the drop-down list (typically the "Receipt" email template is used on this page).

  • You can edit the "Email Subject" and the "Email Body" content as you wish.

  • Note that the merge code ${PAYMENT_RECEIVED} will insert the payment amount ($330.00) into the email. 

  • Click "Add This Receipt".

STEP 4

  • The receipt can then be seen on the Receipts list.

  • To view the details of the receipt, you can click on the receipt – either the date, the description, the total amount, or anywhere in the grey or white receipt panel.

  • To view the invoices that the payment has been allocated to, click on either of the invoice numbers.

  • You can see that the amount outstanding (Debit Balance) has been reduced by the payment of $330.00.

STEP 5

  • Navigate to the Orders & Invoices tab.

  • You can see that Carol's outstanding invoices are now showing as "Paid" in green in the "Status" column, the amount in the "Paid" column is the full amount of the invoice, and the "Outst." (outstanding) amount is now zero.

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".

STEP 3

  • Tap "New Receipt" to add a new receipt (payment) to the client's account. 

  • In this example, your client has given you a check for $330.00 to pay for her two most recent invoices. 

STEP 4

  • Enter the payment information as follows:

    • Date​: Enter the date the payment was received.

    • Amount: Enter the payment amount.

    • Receipt Type: Enter the method of payment, such as direct credit, cash or check.

    • Details: The default text can be left as "Payment Received" or you can adjust to suit your own description, such as adding a Check number.

STEP 5

​​

  • Pet Sitter Plus will allocate the amount of the payment to the outstanding invoice(s) that best match the payment amount.

  • If this payment was meant for a different invoice, you can change the amounts being allocated manually.

  • In this example, the $330.00 receipt is automatically allocated to Invoice No. 541 for $154.00 AND to Invoice No. 542 for $176.00, which together total $330.00. Both invoices will be marked Paid in full.

  • To email your client a payment receipt, make sure the button for "Email Client" is toggled ON, and confirm you have the correct Email Template and Email Subject.

  • Tap "Add Receipt" at the top of the screen to add the payment to the client's account.

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

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Outside the UK      +44 845 834 0254

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