How Do I View a Credit Note?

Modified on Mon, 26 Sep, 2022 at 3:37 PM

Credit Notes are attached to an invoice, so you will access the invoice to view a credit note. Clients can view Credit Notes on the Account Summary in the Client Portal.

About Credit Notes

Credit Notes are generated when invoiced services are cancelled, or have a reduced value. Credit notes are mostly used when you Invoice in advance of service delivery. They help you easily manage a client's account balance by allowing you to Credit a client for a walk they cancel, instead of having to create a refund or manage their balance in another way. There is also a system for Debit Notes.

How Do I View a Credit Note?

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

Step 1

In Orders & Invoices, Invoices with Credit Notes are noted as follows:
- Initial Invoice Value, Credit Note and amount, and Current Invoice Value
- Click Invoice No. to view the invoice with credit note attached.

View a credit note on a client order in your cat sitting software

Step 2

Click "Credit/Debit Notes" from the sub menu on the left.
Click "Show/Hide details" to display credit details.
Total value of the credit, including the credit note number are listed.

View a credit note on a client order in your pet sitting software

Step 3

From here you can Download a Credit Note PDF, and it is automatically added to the invoice PDF as a second page.
You can also view the Credit/Debit Notes report, a list of all credit or debit notes that have been created but not committed. This is useful to view prior to running your regular invoicing.