Add a Credit so a Next Service is Discounted

Modified on Fri, 29 Dec 2023 at 09:11 AM

How do I add a Credit to a Client's account so their next service is discounted?

Navigate to Admin > Services >Service Items

  • Click "+New."
  • Short Description of “Credit” and
  • Long Description of “Sundry Credit” (or whatever you like).
  • Click "Create New Service Item."

Create a credit Service Item in Dog Sitting Software

  • Add your new Service Item to your Admin group. If you don't have an admin group, put it in the next most appropriate group or make a new “Admin” group by going to Admin > Services > Service Item Groups.
  • Click "Update."

Add service Item to a Service Item Group in Dog Sitting Software

  • Under the “Advanced” tab.
  • Toggle ON “Hide In Schedule” (This prevents the Service Item from displaying on any Schedule).
  • Toggle OFF “Show in Portal” (This prevents the Service Item from being displayed in the Client Portal).
  • Click "Update."

Hide service item in Schedule in Pet Sitting Software

  • Navigate to the client where you need to add a credit.
  • Click "Create New Service Order."

Create New Service Order in Dog Walking Software

  • Click on the New Service order.
  • Click “Add."
Add a new service to a Service Order in Pet Sitting Software

  • Schedule a “Sundry Credit” for today (or whatever date you like).
  • Click “Add.”

Select Credit Service Item and Schedule in House Sitting Software

  • Access the New Service Order you have just created.
  • Select the "Sundry Credit" Service Item.
  • Click "Edit."

Select the Credit Service Item and edit in Home Visit Software

  • Enter the staff member that is most appropriate, this will usually be a business owner.
  • Enter a minus amount for the credit e.g. -10.00.
  • Enter a description of why the credit has been applied in the “Invoice Notes”.
  • Finally, click "Update."

Add Credit amount to a Service Item in dog daycare software

  • You now have a service order showing the credit you want to apply to the account.
  • This credit does not effect revenue (so there are no tax implications) until it is invoiced.
  • This credit will lower the value of your services recorded for the month (as it should do), but it will not affect “invoiced” values until you invoice for it.
  • Simply make sure any future services (to which the credit should be applied) are added to this order.
View newly added Credited Service Order in Dog Walking Software

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