Invoice Settings

Many aspects of Time To Pet’s built in Invoicing can be configured to better suit your company’s needs in Invoice Settings.

Invoice Note

This is a note that will automatically be added to every invoice generated in Time To Pet. An example note would be “Thank you so much for being an X customer. Payment is due on or before the first scheduled service. We accept cash, check, and all major credit cards.”

Invoice Due Date

This setting allows you to configure an automatic Due Date for your invoices. Options are:

On Date of First Service – The Invoice’s due date will be set to the date that the first scheduled service takes place on.

Before First Service – A configurable number of days before the date that the first scheduled service takes place on.

On Date Of Last Service – The Invoice’s due date will be set to the date that the last scheduled service takes place on.

After Last Service – A configurable number of days after the date that the last scheduled service takes place on.

Day Of Next Month – A configurable day of the month immediately following the date of the last service of the Invoice. For example, an invoice that takes place from March 1 – 16th, would have its due date set to a day in April. An Invoice that takes place from June 15 – July 15th, would have its due date set to a day in August.

1st or 16th Of Month - Based on the last service on the Invoice. If the last service data falls between the 1st and the 15th of the month, the Invoice Due Date will be set to the 16th. If the last service date falls between the 16th and last day of the month, the Due Date is set to the 1st of the following month.

Creation Date – The date the Invoice was created on.

Invoice Date

This setting allows you to configure an automatic Date for your invoices. Options are:

On Date of First Service – The Invoice’s date will be set to the date that the first scheduled service takes place on.

Before First Service – A configurable number of days before the date that the first scheduled service takes place on.

On Date Of Last Service – The Invoice’s date will be set to the date that the last scheduled service takes place on.

After Last Service – A configurable number of days after the date that the last scheduled service takes place on.

Day Of Next Month – A configurable day of the month immediately following the date of the last service of the Invoice. For example, an invoice that takes place from March 1 – 16th, would have its date set to a day in April. An Invoice that takes place from June 15 – July 15th, would have its date set to a day in August.

1st or 16th Of Month - Based on the last service on the Invoice. If the last service data falls between the 1st and the 15th of the month, the Invoice Date will be set to the 16th. If the last service date falls between the 16th and last day of the month, the Invoice Date is set to the 1st of the following month.

Creation Date – The date the Invoice was created on.

Auto Lock On Payment

Whether or not invoices should automatically be locked upon receiving payment. See Locked Invoices for more information.

Auto Lock On Email

Whether or not invoices should automatically be locked upon emailing them to Client. See Locked Invoices for more information.

Still need help? Contact Us Contact Us