Setting Invoice Due Dates with Invoice Types

Modified on Sat, 05 Nov 2022 at 12:22 PM

Creating different Due Dates on Invoices allows you to collect payment in advance, after a service or allows you to take payment at the time of invoice creation. You can use different options for different services. Invoice Types also group clients invoiced on different billing cycles, which is helpful for bulk scheduling and bulk invoicing. See Understanding Invoice Types.


Tip: Invoice Type determine the Invoice Due Date, there are 3 options:
  • “x” days before the service start date (for services invoiced in advance).
  • “x” days after invoice is created (for invoices created at the beginning or of service).
  • Due Immediately.
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Note: After the Invoice Types are created in Admin > Supporting Data, you need to apply a Invoice Type to each client in Client Admin Settings so their invoices are created properly:


Set the Invoice Due Date to match the Invoice Date of Due Immediately

Navigation: Admin > Supporting Data > Invoice Types

 


This is the setting for taking payment at time of invoicing (i.e. no grace period/due immediately).
  • Select Invoice Type to edit.
  • Update the Name of the Invoice Type if needed.
  • Set Payment Due to “0” days.
  • Select "after the invoice is sent."
  • Click "Update."

Update Invoice Types In Pet Sitting Software


Set the Invoice Due Date a Number of Days after the Invoice Date

Navigation: Admin > Supporting Data > Invoice Types

 


This option gives clients a grace period to pay their invoice.
  • Select Invoice Type to edit.
  • Update the Name of the Invoice Type if needed.
  • Set Payment Due to a number of days, to set Due Date to that number of days after invoice creation.
  • Select "after the invoice is sent."
  • Click "Update."

supdata6-payment-type-due-inv-after2.jpg

Set the Invoice Due Date be Before the Service Start Date

Navigation: Admin > Supporting Data > Invoice Types

 


This option has payment due before the service starts.
  • Select Invoice Type to edit.
  • Update the Name of the Invoice Type if needed.
  • Set Payment Due to a number of days, to set Due Date to that number of days before "Service Start Date."
  • Select "days before the service start date."
  • Click "Update."

supdata6-payment-type-due-inv-before2.jp


Apply Invoice Types to Client Record

Navigation: Client > access client record> Client Admin > Settings

 


After Invoice Types are created, apply them to each client record.
  • Select "Invoice Type".
  • Click "Update."

Set Client Invoice Type in pet sitting software


Example Invoice Screen shows:
  • Invoice Screen: Invoice Type set with “0 days after the invoice is sent” sets Due Date the same as the Invoice Date.
  • You can override Due Date at the time of invoice if required.

Create invoice with 0 due date after invoice is sent in Pet Sitting Software


Example Account Summary Screen shows:
  • The invoice is showing in the “Payments Due Now” section of the account summary with the date created and due date (automatically calculated) below.

supdata6-payment-type-due-inv-same5.jpg


Note: Invoice Types are set at a client level, but if a client books a service that requires different invoicing terms, you can set a different Invoice Type for that specific invoice.

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