Navigation CLIENTS > CLIENT DETAILS > click Settings from the sub menu
Payment Types are used with the "Bulk Invoicing" feature when you want to raise client invoices from your quoted jobs and services in your schedule for clients who are on different billing cycles. Payment Types for your Pet Sitter Plus database should be set here.
If you have a mixture of clients that are billed on different billing cycles ( ie. weekly, monthly, "as and when required", "in advance of service", "at the end of service" etc.) you can use Payment Types to identify these different types of clients/billing cycles.
How do I set the client's Payment Type?
Click on the dropdown option and select the correct payment type for this client.
If you don't use payment types, you should leave this setting as "[not set]".
Click "Update" to save your changes.
Note: If the Payment Type you require is not available, you can set up a new one in ADMIN > SUPPORTING DATA > PAYMENT TYPES.