Send a Credit Note to a Client

Modified on Wed, 03 Apr 2024 at 06:24 PM

You can send a Credit Note, after it is committed, to your client so they can see it has been applied. 


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 Can the Client See the Credit Note?


A credit note attached to an invoice in your dog walking software



A credit note featured on the account summary in your dog walking software


  • When a client logs in to their client portal, credits are listed on the Account Summary page:


A credit note featured on the account summary in your dog walker software



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