Navigation INVOICNG > BULK INVOICING

Using the bulk invoicing facility, it is possible to save time by sending many invoices in a batch. If you take payments from your clients' debit or credit cards, then you can also process these payments from the bulk invoicing screen with just a few clicks.

 

Once you have selected your date range, and run your pre-invoicing checks, the uninvoiced report is now ready to raise invoices and send them to all clients in a single action.

 

How do I raise invoices in bulk and email to my clients?

 

  • Click on the checkbox in the header on the right to select all in the report.

  • Click "Raise Invoices (Email)...".

Note: if you have a number of invoices to raise for one client, you might want to send each invoice WITHOUT the account summary automatically included. Instead you might create the invoices first and then send the final invoice showing the correct full amount WITH the account summary box checked. Otherwise the account summary will be sent with each invoice and will show different amounts due after each invoice is raised which could confuse the client.

 

There are several options you can choose when raising an invoice, with an explanation as follows:

Invoice

Only change this option if you want to invoice "up to a date". If you choose to do this, a new date option will appear called "Invoice Up To And Including" for you to specify the date range. For example, you may have scheduled all walks to take place in September on a single service order, but you may wish to invoice your client for the first two weeks of September on one invoice, and produce a separate invoice at a later date for walks scheduled for the rest of the month. Otherwise leave this option as "All Jobs".

Automatic Payment Options:

Take Payment if Applicable

Checking this box will ensure Pet Sitter Plus attempts to take the amount due from any clients who hav a card registered with you and who have checked "Allow Automatic Payment" in their client portal (see below).

Email Options:

Send Email To Client

Checking this box will send an email to the client's email address entered into the Main Contact Email Address in the client record. It is pre-checked but you can uncheck it at this point.

Attach Account Summary PDF

Leave this box checked if you want to send an Account Summary to your clients with their invoice. Uncheck it if you do not want to attach an Account Summary.

Email Template

If you have not set a pre-selected email template for raising invoices, select the appropriate email template from the dropdown.

Email Subject

The default Email subject displayed in this field is the custom email subject "Invoice", but you can amend it here if you wish. If you do amend the subject on this screen, the default custom subject will not be changed. For more information on custom email subjects, please see Email Subject Settings.

Email Body

The system will display the body of the email for the Email template you have chosen. You can amend the text here if you wish - this will not affect the template itself.

  • When ready click "Raise Invoices".

 

The invoices will now be emailed to your clients and also to the Spouse / Alternative Contact and Emergency Contact 1 on the client records if you have entered an email address for the contact and checked the "Copy Emails to this Address" box. The invoice date will be set to today's date and the due date will be calculated in accordance with the payment type. 

A copy of each invoice will also be sent to your PSP admin mailbox:

  • if you have left the "Send Email to Client" box checked and

  • if the "Do Not CC Invoices to Company" box in "Invoice Options" is UNchecked.

 

How can I take Automatic Stripe Payments when I Raise an Invoice?

 

You may find that an option to "Take Payment if Applicable" is visible in the "Raise Invoice" dialog box (see screenshot).

This option will be displayed (unchecked) if:

  • you have the "Enable Auto Billing" box checked in Invoice Settings in ADMIN > SETTINGS > Invoicing AND

  • your client's Payment Credential is "Stripe" AND

  • your client has registered a valid credit or debit card with you AND

  • the "Allow automatic payment" box is checked on the Settings screen in the Portal.

 

NOTE that if you check this box, the system will attempt to take the appropriate payment from the client's card. If, for any reason, the card payment cannot be processed eg: there are insufficient funds in the account, then the invoice will still be raised, but will be listed on the Unpaid Invoices Report.

 

How do I set it to automatically display my "Invoice" Email Template?

 

Here is an example of the email message as it might appear in your client's inbox in their email client. The invoice is automatically attached to the email as a PDF, and we checked the box to attach the Account Summary as well.

Here is an example of how the invoice might appear in its PDF format.

If you are located in Australia and charge GST then the words "Tax Invoice" will appear on your invoice instead of just "Invoice", as this is a legal requirement.

 

Here is an example of how the Account Summary might appear in its PDF format.

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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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