Navigation: Admin > Supporting Data > Payment Types
You need to have completed section 4-2 Enter client data before you begin
Your Pet Sitter Plus software will come pre-configured with several payment types for you to use during your training. We will look at how you add a new payment type to the software, and then how to apply it to a client account.
In general there are two types of payment methods that will apply to your clients:
Payments Due in Arrears
Services that cannot be pre-booked and are subject to change at the last minute are more suited to being invoiced in arrears and then payment taken at the same time or after a set period of credit. Examples of this kind of service are:
Regular or ad-hoc dog walking, where the customer books and cancels frequently during any billing cycle.
Holiday or business bookings for home visits or home boarding services that tend to be variable in terms of the dates required (these situations are more rare).
Payments Due in Advance
Services that are pre-booked can be invoiced and paid in advance. Examples of this kind of service are:
Holiday or business bookings for home visits to feed any kind of animal.
Holiday or business bookings for home boarding or overnight services.
Step 1: How do I Add a new Payment Type?
Tammy is planning to offer ad-hoc Dog Training sessions to her clients. She wants to invoice her clients after the session has taken place and also give them 7 days in which to settle the invoice.
This service will need to be invoiced "in arrears". Setting the payment type will automatically change the date the invoice is due to 7 days "from date of invoice".
1. Click "Add New Payment Type" from the sub menu on the left.
YOU WILL LEARN HOW TO:
Add a Payment Type
Apply a Payment Type
2. Type the name for the new payment type "Ad-hoc Invoiced".
3. Click "Create Type".
4. Type in the number of days credit "7" and select "days after invoice sent" from the dropdown.
5. Click "Update" to save.
Navigation: Clients > Click on the client name to access their account > Client Admin > Settings
Step 2: How do I add the new Payment Type to the Client's Account?
Tammy's client, Linda Macauley, will need to have this payment type as she intends to allow them 7 days to pay their invoice.
1. From Linda's client record, click "Client Admin > Settings" from the sub menu on the left.
2. Choose "Ad-hoc Invoiced" from the dropdown by "Payment Type". Click "Update" to save.
Now, the next time Linda is sent an invoice, she will see a due date that is in 7 days from the date of the invoice. We will raise an invoice for Linda in Step 8 Quotes & Invoices.
Congratulations! You have completed this stage.
To move forward to the next step, click the link below and then choose the next step: