Navigation CLIENTS > CLIENT DETAILS > click Settings from the sub menu
There are settings associated with the management of your client record that can be completed here:
Active / Inactive status
Before you complete these sections it is a good idea to gain an understanding of what each setting does, how it affects other areas of Pet Sitter Plus, and the benefits of using these settings.
Note: Unlike other areas of the Clients menu, this section is not accessible through custom fields, and although the options under each heading can be changed, the options available here cannot be altered.
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Tax Rates are used to calculate the correct amount of tax due on client invoices.
Payment Types are used to calculate the correct due date on invoices and are used to filter bulk invoicing.
Used to provide certain clients with special pricing arrangements.
Can be used to group clients by locations which is helpful in reporting.
See where your most valuable sources of business have come from. Helpful when reporting on marketing campaigns.
Use this setting to record how you clients pay their bills to you.
Can be used in various ways throughout Pet Sitter Plus to allocate a pet to their most frequently used pet carer.
How to change a client's status to Inactive.