<      Repeat Services < Viewing Repeat Services by Payment Type

 

Some pet sitting businesses invoice their clients using a variety of different billing cycles, including weekly, bi-weekly, and monthly in the same system. In addition to this, they might invoice some clients in advance of service and some at the end of service. This is possible to manage in Pet Sitter Plus, using the "Payment Type" setting for each client. However, if all clients are on the same billing cycle, it creates far less administration overhead and is the easiest to manage. For more information on setting these up, see Payment Types.

 

Using Payment Type to Manage Clients on Different Billing Cycles

Clients on different billing cycles will need to be isolated so that repeat services can be run separately for different date ranges. This facilitates the creation of service orders that might be weekly, bi-weekly or monthly. You will be able to sort your Invoicing report by Payment Type, so you can easily run your repeat services for the correct billing cycle for those clients.

 

So that it is possible to sort and run repeat services for clients on different billing cycles, each client record contains a "Payment Type" setting. This field denotes the billing cycle (for example "Weekly Invoiced" or "Monthly Invoiced"). It is generally only necessary to use the payment type field if your clients are invoiced on differing billing cycles. If you have adopted a standard billing cycle for all of your clients, you may not need to use the "Payment Type" field. 

To find out how to apply a Payment Type to a client record, see Client Settings > Payment Type.

ON DESKTOP:

Navigate to Scheduler > Schedule > Repeat Services
STEP 1

 

How do I view my Repeat Services report by Payment Type?

  • Click the "Payment Type" dropdown menu, and select "Monthly Invoiced" to view all the repeat services for clients with this payment type, ie. clients who are billed monthly.

  • Select a "to" and "from" date range and click "Run Report.

  • The report will automatically display any repeat services available for that date range.

schedv6-repeat-pay1.jpg

STEP 2

​​

The report now displays the repeat services ready to be run for clients who are billed on a monthly cycle.

Below these services, a report of services already run is displayed. Remember, this status acts as a warning NOT to run these repeat services again for this date range, potentially creating duplicate schedule entries. 

 

Note: You will also see an information panel detailing how many services can be run, how many have already been run, and any that are not covered by the date range selected.

schedv6-repeat-pay2.jpg

        ON MOBILE

 

STEP 1

​​

  • Tap the Navigator, and select Scheduler > Schedule > Repeat Services

schedv6-mob-list-view1.jpg

STEP 2

How do I view my Repeat Services report by Payment Type?

  • Tap the "Payment Type" dropdown menu, and select "Monthly Invoiced" to view all the repeat services for clients with this payment type, ie. clients who are billed monthly.

  • Tap "Done".

  • Select a "to" and "from" date range and tap "Run Report.

  • The report will automatically display any repeat services available for that date range.

schedv6-mob-repeat-pay2.jpg

STEP 3

​​

The report now displays the repeat services ready to be run for clients who are billed on a monthly cycle.

Below these services, a report of services already run is displayed. Remember, this status acts as a warning NOT to run these repeat services again for this date range, potentially creating duplicate schedule entries. 

 

Note: You will also see an information panel detailing how many services can be run, how many have already been run, and any that are not covered by the date range selected. You will have to scroll down and across to see the whole report on your mobile device so you may find this function is easier to view on a larger screen.

schedv6-mob-repeat-pay3.jpg

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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