View an Invoice

Modified on Fri, 23 Sep 2022 at 02:49 PM

Invoices are displayed on the Orders & Invoices screen and are identified by Invoice Number. An invoice is a bill you send a client so they can pay you for their services.


How Do I View an Invoice?

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


Step 1

  • From the Orders & Invoices screen, click the blue "Invoice No. XXX" to view it.

The Orders screen in cat sitting software


Step 2

  • You can view associated Credit Notes or Debit Notes in the sub menu on the left. 
  • Click "PDF Invoice" to see the version that is emailed to your client.


Tip: The Invoice sub menu has options to resend the invoice with or without the account summary, view the payment allocation, write off or void the invoice.


Note: See Using the Invoice Screen for column definitions.

Viewing an invoice in dog daycare software


Below are a sample email from the "invoice" email template used to send the invoice to the client, plus an Invoice PDF and an Account Summary PDF.

Invoice email in pet sitter software


Invoice in pet sitting software


Account summary in dog walker software


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