In this step, you will learn how to...
- Add an Invoice Type
- Apply an Invoice Type
For Further Help:
Note: Before you can create Invoice Types, you need to have completed the tutorial section Tutorial: 4-2 Enter client data.Your Pet Sitter Plus software will come pre-configured with several Invoice types for you to use during your training. We will look at how you add a new Invoice type to the software, and then how to apply it to a client account.
In general there are two types of payment periods that will apply to your clients:
- Payments Due in Arrears
- Services that cannot be pre-booked and are subject to change at the last minute are more suited to being invoiced in arrears and then payment taken at the same time or after a set period of credit. Examples of this kind of service are:
- Regular or ad-hoc dog walking, where the customer books and cancels frequently during any billing cycle.
- Vacation or business bookings for home visits or home boarding services that tend to be variable in terms of the dates required (these situations are more rare).
- Services that cannot be pre-booked and are subject to change at the last minute are more suited to being invoiced in arrears and then payment taken at the same time or after a set period of credit. Examples of this kind of service are:
- Payments Due in Advance
- Services that are pre-booked can be invoiced and paid in advance. Examples of this kind of service are:
- Vacation or business bookings for home visits to feed any kind of animal.
- Vacation or business bookings for home boarding or overnight services.
- Services that are pre-booked can be invoiced and paid in advance. Examples of this kind of service are:
Navigation: Admin > Supporting Data > Invoice Types
Step 1: How do I Add a new Invoice Type?
Scenario: Tammy is planning to offer ad-hoc Dog Training sessions to her clients. She wants to invoice her clients after the session has taken place and also give them 7 days in which to settle the invoice.
This service will need to be invoiced "in arrears." Setting the Invoice type will automatically change the date the invoice is due to 7 days "from date of invoice."
1. Click "+ New" from the sub menu on the left.
2. Type the name for the new Invoice type "Ad-hoc Invoiced"
3. Click "Create Type"
4. Type in the number of days credit "7" and select "days after invoice sent" from the dropdown.
5. Click "Update" to save.
Step 2: How do I add the new Invoice Type to the Client's Account?
Navigation: Clients > Click on the client name to access their account > Client Admin > Settings
Scenario: Tammy's client, Linda Macauley, will need to have this Invoice type as she intends to allow them 7 days to pay their invoice.
1. From Linda's client account, click "Client Admin > Settings" from the sub menu on the left.
2. Choose "Ad-hoc Invoiced" from the dropdown by "Invoice Type." Click "Update" to save.
Now, the next time Linda is sent an invoice, she will see a due date that is in 7 days from the date of the invoice. We will create an invoice for Linda in Tutorial: 8-2 Send a Quote.
Congratulations! You have completed this stage.
To move forward to the next step, click the link below and then choose the next step:
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