Navigation CLIENTS > ORDERS > click on the Invoice
Debit notes are generated by Pet Sitter Plus when services that have previously been included on an invoice are increased in value.
This will prompt the system to "auto generate" a debit note that will then be associated with the original invoice. The auto generated debit note will remain open or "un-committed" until it is closed or committed by the user.
Whilst the debit note remains open or "un-committed", any additional debits as a result of price increases for items on this invoice will be added to the same debit note until it is committed by the user.
Debit notes can be committed either from within the service order, from the invoice or from the Credit/Debit notes report.
Committing (or closing) Debit Notes
Debit notes can be committed in one of three ways:
From the Service Order screen for which the invoice was produced that the debit note relates to.
From the Invoice Details screen for the invoice to which the debit note relates.
From the Credit/Debit notes report.
Click to enlarge
Find out how to create a debit note for a service with a higher price on an order that has been invoiced.
Once you have raised a debit note, learn the different procedures for committing the debit note.
There is an option to view a list of debit notes that have been raised against an individual invoice.
The debit note is automatically added to the invoice once it is committed. It is also added to the invoice PDF and can be downloaded on its own.
It is possible to download the debit note as a PDF file and attach it to an email to send direct to a client.
A report can be generated to include all uncommitted debit or credit notes in your system.