You can send a Credit Note, after it is committed, to your client so they can see it has been applied.
About Credit Notes
Credit Notes are generated when invoiced services are cancelled, or have a reduced value. Credit notes are mostly used when you Invoice in advance of service delivery. They help you easily manage a client's account balance by allowing you to Credit a client for a walk they cancel, instead of having to create a refund or manage their balance in another way. There is also a system for Debit Notes.
How Can the Client See the Credit Note?
- You can Download the credit note PDF and attach it to an email (not from within Pet Sitter Plus).
- If you re-send the invoice and account summary to your client, the credit is noted on the Account Summary and as part of the updated Invoice PDF:
- When a client logs in to their client portal, credits are listed on the Account Summary page:
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