Navigate Clients > Orders & Invoices > click on an Invoice

 

An invoice is a document that you send to your client when you want them to pay you for services you have delivered (or will deliver). 
 

In this section you can:

  • learn what the columns mean within the invoice details screen

  • manage all aspects of the client's invoices such as creating and sending the invoice to the client

  • learn how to use payment types with an invoice

  • when it is appropriate to write off, void or delete an invoice

  • customize the appearance of your invoices and account summary

  • understand about committing credit and debit notes

 

 

Click to enlarge.

Invoices Explained >

Understand what the columns mean on the invoice details screen, including the snapshot of the client's latest status.

Also in this section you can see how to resend invoices, set the invoice payment type, view the payment details, and learn when to write off or void an invoice. 

 

Invoices Management >

In this section you can learn how to edit, delete and email invoices to clients, plus customize the appearance of your invoices and account summary. 

 

Viewing an Invoice >

How to view the details of an invoice on a client record.

 

Editing an Invoice >

Learn the process required to make changes to an invoice.

Using Payment Types >

Payment types are used to change when an invoice is due for settlement and can be set prior to creating the invoice.

 

Void an Invoice >

Learn the correct method for voiding an invoice from the client record and your system.

 

Deleting an Invoice >

Learn the correct method for deleting an invoice from the client record and your system.

Sending Invoices to Clients >

Learn the different methods for sending invoices to individual clients and for carrying out bulk invoicing for multiple clients with one click.

 

Customizing your Invoices >

You can personalize your invoices to suit your business, including adding your logo and including your payment terms.

 

Who Receives a Copy of the Invoice? >

You can check who will receive invoices in the client's account, and see how to amend who receives a copy.

Credit Notes and Debit Notes >

Learn about what a Credit Note and a Debit Note is, and why Pet Sitter Plus generates credit notes and debit notes for services on an order that have either decreased or increased in value after the invoice has been created.

 

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

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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