Prevent a Service from Triggering Billing Cycle

Modified on Fri, 11 Aug 2023 at 02:23 PM

Some services may be treated differently for billing purposes. For example, you may schedule a "Meet & Greet" in advance of a service but you want to bill on the date the pet care services start. By setting the Meet & Greet Service as "Ignore Service Start Date" the billing system skips that service when pulling appropriate Service Orders into a Billing cycle. It will use the next date of service on the Order, which is usually the date the first service is delivered.

Tip: Ignore Service Start Date" ignores this service when using the "First Service Only" filter on the schedule to view upcoming starting services and it is not used as the Service dates on the Service Order.

What is a Service Item?

A Service Item is a description and price for a service, such as a dog walk. Service Items are set for a time and date and then are assigned to a staff member to create the schedule. Service items appear on your Schedule, Service Orders, and Invoices.

How Do I Prevent an Internal Service from Triggering the Billing Cycle?

Navigation: Admin > Services > Select a Service > Advanced

Step 1

Click on the service item to edit.

Prevent a Service from Triggering Billing Cycle in your pet sitter software

Step 2

Click "Advanced."
Toggle "Ignore Service Start" to "ON,"
Click "Update."

Set your service so it won't trigger the billing cycle in pet software