Understanding Invoicing In Time To Pet
Time To Pet makes invoicing your clients extremely easy and in most cases is almost entirely automatic. For those who are accustomed to a more manual invoicing process, there might be a slight learning curve, and there are a couple of things to keep in mind.
In this article
Invoices Are Automatically Generated
Invoices are automatically generated from services that are scheduled for a client. The Scheduler will always inform you of the current invoice that is being worked on. We call this a Service Order which is a group of all events associated with one invoice as viewed on the Scheduler page:
The Current Invoice bar (pictured above) shows the current invoice that any newly schedule services will be added to. The table lists all existing services that are already part of this invoice.
Each scheduled service will have a corresponding line item in its invoice.
You Can Add Services To An Existing Invoice
The first time you schedule services for a client, we will automatically create an invoice for that client and add all of the services to that invoice. The next time you schedule services for the client, you will be prompted to select whether or not to schedule the new services in a new invoice or an already open invoice (An open invoice is any invoice for that client that has not been fully paid).
Note that if the client does not have any open invoices, we will automatically create a new invoice, and you will not be prompted to select an invoice as the above image demonstrates.
You can also open an existing invoice on the calendar for scheduling by click the “Calendar” link next to any invoice (for example, from the Invoice List found under each client’s profile).
Invoices Can Be Manually Edited
Invoices are automatically generated, but you can still manually adjust them with our built in invoice editor. You can manually adjust all aspects of each line item and add your own custom line items.
|Note: Manually adjusting a line item property (i.e Cost) that was generated from a scheduled service will prevent any automatic changes to that line item property should you later update the service.|
Services Can Be Scheduled Without Being Invoiced
Although the situation is rare, it is possible to schedule services for a client without invoicing that particular service. To schedule services without invoicing, make sure to check “Do Not Invoice These Services”. You will also receive a warning when selecting this option.
You Can Move Services Between Invoices
So long as the source and destination invoice belong to the same client, you can freely move services between invoices. For detailed instructions on how to do this: Moving Services Between Invoices