Setting Invoice Due Dates with Invoice Types

Modified on Sat, 5 Nov, 2022 at 12:22 PM

Creating different Due Dates on Invoices allows you to collect payment in advance, after a service or allows you to take payment at the time of invoice creation. You can use different options for different services. Invoice Types also group clients invoiced on different billing cycles, which is helpful for bulk scheduling and bulk invoicing. See Understanding Invoice Types.

Tip: Invoice Type determine the Invoice Due Date, there are 3 options:
“x” days before the service start date (for services invoiced in advance).
“x” days after invoice is created (for invoices created at the beginning or of service).
Due Immediately.
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Note: After the Invoice Types are created in Admin > Supporting Data, you need to apply a Invoice Type to each client in Client Admin Settings so their invoices are created properly:
If you do not have different billing cycles, you do not need to use Invoice Types.
If you wish to assign ALL new clients created with the same Invoice Type, this can be set in Admin > Settings > Client Settings > Set A Default Invoice Type.

Set the Invoice Due Date to match the Invoice Date of Due Immediately

Navigation: Admin > Supporting Data > Invoice Types

This is the setting for taking payment at time of invoicing (i.e. no grace period/due immediately).

Select Invoice Type to edit.
Update the Name of the Invoice Type if needed.
Set Payment Due to “0” days.
Select "after the invoice is sent."
Click "Update."

Update Invoice Types In Pet Sitting Software

Set the Invoice Due Date a Number of Days after the Invoice Date

Navigation: Admin > Supporting Data > Invoice Types

This option gives clients a grace period to pay their invoice.

Select Invoice Type to edit.
Update the Name of the Invoice Type if needed.
Set Payment Due to a number of days, to set Due Date to that number of days after invoice creation.
Select "after the invoice is sent."
Click "Update."

Set the Invoice Due Date be Before the Service Start Date

Navigation: Admin > Supporting Data > Invoice Types

This option has payment due before the service starts.

Select Invoice Type to edit.
Update the Name of the Invoice Type if needed.
Set Payment Due to a number of days, to set Due Date to that number of days before "Service Start Date."
Select "days before the service start date."
Click "Update."

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Apply Invoice Types to Client Record

Navigation: Client > access client record> Client Admin > Settings

After Invoice Types are created, apply them to each client record.

Select "Invoice Type".
Click "Update."

Set Client Invoice Type in pet sitting software

Example Invoice Screen shows:

Invoice Screen: Invoice Type set with “0 days after the invoice is sent” sets Due Date the same as the Invoice Date.
You can override Due Date at the time of invoice if required.

Create invoice with 0 due date after invoice is sent in Pet Sitting Software

Example Account Summary Screen shows:

The invoice is showing in the “Payments Due Now” section of the account summary with the date created and due date (automatically calculated) below.

Note: Invoice Types are set at a client level, but if a client books a service that requires different invoicing terms, you can set a different Invoice Type for that specific invoice.