How do I Unallocate a Receipt?

            ON DESKTOP:

Navigate to Clients > Receipts & Refunds > Receipts

STEP 1​​​

  • Firstly you need to identify the payment and invoices that are involved.

  • Make a note of the invoice numbers involved.

  • Once you have identified the correct receipt you wish to amend the allocation for, click on the receipt view the receipt details.

STEP 2

  • Click the "Allocations" tab to view the Current Allocations.

  • Identify the payment you want to unallocate and click "Unallocate"

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

  • On the Receipts screen, tap on the receipt you need to unallocate from an invoice. 

  • In this example, we want to unallocate the $100.00 payment made on 02/11/2020 from INV #542 because we need to apply that payment to another invoice. 

STEP 4

  • Tap the Navigator, then tap the "Allocations" tab in the nav panel.

STEP 5

  • Tap "Unallocate" next to the $100.00 payment that is currently being allocated to Invoice No. 542.

  • This will un-apply the payment from this invoice, leaving $100.00 available to apply to another invoice. 

  • See How do I Unallocate a Receipt and Re-allocate it to Another Invoice? for steps to allocate the payment to a different invoice. 

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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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