Edit Invoice Type on a Specific Order

Modified on Fri, 23 Sep 2022 at 11:19 AM

Invoice Types are generally applied in Client Settings. They help group clients together for easy, accurate invoicing. They also control the due date on an invoice.

When you set a Invoice Type in Client Settings, all the client's quotes and invoices default to that Invoice type, such as "Monthly Invoiced" which allows you to invoice all Monthly clients at once and set invoices to "due upon receipt", which you would send after service is complete. However, sometimes a monthly client books vacation care and the payment is due before service.You can control the Invoice Type at the invoice level, which overrides the client setting.

How Do I Change the Invoice Type on a Quote?

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

Step 1

Open the order by clicking the blue word "Quote."

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Step 2

Click "Invoice Type" from the sub menu on the left.
Select the correct Invoice type from the drop down.
Check the option if you want Pet Sitter Plus to recalculate the due date for when you create the invoice.
Click "Update."

Note: You can change Invoice type on an Invoice allowing it to be grouped with a different Invoice Type subset, however it will not update the Due Date on the Invoice. If you want to update all aspects of the Invoice Type including Due Date on the invoice, you will have to VOID the Invoice, change the Invoice Type for the service order, then create a new Invoice.

change your invoice due date with invoice type in dog walking software