Change the Invoice Type on a Quote

Modified on Fri, 23 Sep 2022 at 02:32 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 an 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 usual client setting.

More About Quotes

Once you have scheduled services in a service order, you have the option to send your client a quote. Quotes look like invoices but they are an estimate showing the dates and rates of scheduled services, but they cannot have payments receipted to them. Whereas Invoices are an actual bill for services that is owed now and can be paid. 

How Do I Change the Invoice Type on an Individual Quote?

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

Step 1

  • View the quote by clicking the blue "Quote."

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

Step 2

  • While viewing the quote, click "Invoice Type" from the sub menu on the left.
  • Choose the "Invoice Type" from the dropdown, to apply to this quote only.
  • Check the option if you want Pet Sitter Plus to recalculate the due date for when you create the invoice.
  • Click "Update Invoice Type."

Tip: If the Invoice Type you need is not available, you can add, edit and delete Invoice types in Managing Invoice Types.

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

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