​How to Create and Commit a Debit Note

Modified on Mon, 26 Sep 2022 at 03:47 PM

Debit notes are created when invoiced services are increased in value or new services are added to an order. Debit Notes need to be committed to increase the amount due on the client's account. 

This can be either be done:
  • Immediately after you create the debit note.
  • Before Invoicing so you can add any more changes to the same debit note.


More About Debit Notes

Debit notes are generated when invoiced services are increased in value or new services are added to an order. Debit notes are mostly used when you Invoice in advance of service delivery. They help you easily manage a client's account balance, allowing you to add additional services to an Invoice, instead of Voiding the Invoice and creating a new one. There is also a system for Credit Notes.


For example, if your client is invoiced in advance and they paid in full, then you added an extra clean-up fee to a service on that invoice, you would edit the service order, increasing the cost of the visit that the client has been invoiced for and paid. This creates a debit note for that invoice.


How Do I Create and Commit a Debit Note?

Navigation: Clients > access a client account > Orders & Invoices

Step 1

  • Click the blue "Service Order Label" to view the Service Order.

Commit a debit note on your dog walker software

Step 2

  • Make Edits:
    • Select service(s), click "Edit," increase the Unit Charge, click "Update."
    • Or add new services to the Order.
  • The value for the order will increased, creating a Debit Note.

Commit a debit note on your dog walking software

Step 3

  • Click "Commit Debit Notes" to add the debit balance to the client's account.
  • Alternatively, use the Debit / Credit Notes Report, where you can commit in bulk.

Commit a debit note on your cat sitting software

Note: 
  • Once the debit note is committed, view it by clicking on "Credit/Debit Notes" in the menu.
  • Note that the value of the debit note now appears on the Orders & Invoices screen, and the value of the amount owed on the invoice has been increased.
  • The account Balance has also been increased.


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