Navigation CLIENTS > ORDERS > click on the Invoice No.
Credit notes are automatically generated by Pet Sitter Plus when services are canceled that have previously been included on an invoice.
How do I Raise a Credit Note?
In this example, your client has been invoiced in advance for their regular daily cat visits for the month. They paid the invoice in full as usual. However, they have canceled the Wednesday visits as they are working from home.
You will need to edit the service order for their March visits and cancel the visits the client has been invoiced and paid for. This action will cause Pet Sitter Plus to generate - or raise - a credit note for these canceled services. Note: you can also cancel services direct from the Diary/Schedule if you prefer.
From the ORDERS screen, click the service order called "Visits March". The value for this order is $506.00.
The next step is to cancel the Wednesday visits. If the visits are in the past, you will need to "void" the services first before they can be canceled.
The value for the order has decreased to $396.00.
Next, see How do I Commit a Credit Note? to follow the next steps in the procedure.