Download a PDF of a Credit Note

Modified on Mon, 26 Sep 2022 at 03:39 PM

You can download a PDF of a Credit Note so you can print it, save an electronic copy or email it to a client.

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.

Tip: You can also view the Credit/Debit Notes report for a full list of credit or debit notes that have been created but not committed yet. This is useful to view prior to invoicing.

Note: The Credit Note is also part of the Invoice PDF, it follows the invoice on a separate page.

How Do I Download a PDF of a Credit Note?

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

Step 1

  • From the client's Orders & Invoices page, click the blue "Invoice No"to view the invoice.

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

Step 2

  • Click "Credit/Debit Notes" from the left-side menu.
  • Click "Download PDF" to download it to your device.

Tip: The Credit Note displays whether it's committed or not. You can commit the Credit Note when you are viewing it. It needs to be committed to be applied to a client's account.

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

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