< Setting a Default Due Date when Creating your Payment Type Setting the default due date to be a number of days after the invoice date

 

In Pet Sitter Plus you can use "Payment Type" to automatically default your "Due Date" to a number of days "after the invoice is sent", giving your client a grace period in which to pay their invoice.

ON DESKTOP:

 
Navigate to Admin > Supporting Data > Payment Types

Default invoice due dates can be set as either:

  • “x” days before the service start date (for services that you invoice in advance)

  • “x” days after the invoice is sent (for invoices raised at the end of service).

supdata6-payment-type-due-inv-same1.jpg

In this example:

For any client that has the “Payment Type” of “Monthly Invoiced”, Pet Sitter Plus will automatically calculate the due date of invoices raised to be 7 days after the invoice is sent.

 

This provides your client with a grace period before which they must pay their invoice.

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

Setting the Invoice Due Date

Payment types are added to client records according to the billing cycle and due date required for each client.

 

supdata6-payment-type-due-inv-same3.jpg

Invoice Screen with Payment Type set to "Monthly Invoiced".

 

In this example the Payment Type is set to Monthly Invoiced and the associated invoice due date is set as “7 days after the invoice is sent.” So the due date is calculated to be the same as the invoice date.

This calculated due date can be overridden at the time of invoice (if you are invoicing clients “one at a time”), but it cannot be overridden if you are using the bulk invoicing program.

supdata6-payment-type-due-inv-after4.jpg

ON MOBILE:

STEP 1​​

  • Tap the Navigator, and select Admin > Supporting Data > Payment Types

Default invoice due dates can be set as either:

  • “x” days before the service start date (for services that you invoice in advance)

  • “x” days after the invoice is sent (for invoices raised at the end of service).

In this example:

The due date is “0” days after the invoice is sent. So the default due date in this example will always be the same as the invoice date (ie no grace period).

 

Setting the Invoice Due Date

Payment types are added to client records according to the billing cycle and due date required for each client.

 

Invoice Screen with Payment Type set to "Monthly Invoiced".

 

In this example the Payment Type is set to Monthly Invoiced and the associated invoice due date is set as “0 days after the invoice is sent.” So the due date is calculated to be the same as the invoice date.

 

This can be overridden manually at the time of invoice if required.

 

The Account Summary

The invoice is showing in the Payments Not Yet Due section of the account summary with the date created and due date (automatically calculated) below.

supdata6-payment-type-due-inv-after5.jpg

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



© 2020 all rights reserved

CONTACT US



sales@petsitterplus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon