Change the Invoice Type on an Invoice

Modified on Fri, 23 Sep, 2022 at 3:20 PM

Invoice Type is a setting on a Client Account that lets you group clients on the same billing cycle and set Invoice Due Dates. When you set a Invoice Type in Client Settings, all the client's quotes and invoices default to that Invoice type, such as "Monthly Invoiced" which allows you to invoice all Monthly clients at once, after the service is complete and set invoices to "due upon receipt." However, sometimes a monthly client books vacation care and the payment is due before service. You can control the Invoice Type at the Quote level, which overrides the client setting.

Note: This must be done at the QUOTE stage (i.e. before the invoice is created). If the invoice was already created, void the invoice, edit Invoice Type and create the invoice again. The invoice will have a different number.

How do I Change the Invoice Type on an Individual Invoice to set a new Invoice Due Date?

Navigation: Clients > access the client's account > Orders & Invoices

Step 1

Once you have "voided" the original invoice, you can view the order again as a quote by clicking the blue "Quote."

change your quote due date with invoice type in dog walker software

Step 2

Click "Invoice Type" from the sub menu on the left.
Choose the "Invoice Type" from the dropdown, to apply to this quote only.
If the due date will be different, check the box for "Update Due Date" as well.
Click "Update."
You can now Create the Invoice again.

change your quote due date with invoice type in dog walking software