< Account Summary and Making Payments < The Account Summary Explained

 

 

 

Navigation: Click the link "go to portal" from any Client's blue snapshot panel

What do the columns mean on the Account Summary screen? 

 

  • Below is an explanation of what you see on the account summary screen:

 

Invoice Date

The date which the invoice was sent (or, if you have resent the invoice, the date on which it was last sent).

Item

Contains the invoice number.

Total

The total amount the invoice was for, including any tax.

Credits

The total amount the client has paid for the invoice. If no payments have been made against an invoice, this amount will be 0.00.

Outstanding

The amount owing on the invoice.

Due Date

The date on which the invoice is due to be paid.

Pay Now link

If you have enabled the client to pay using Stripe, a link "Pay Now" is displayed beside each invoice, and also beside the total amount outstanding. The link by the total amount should only be used if the client wishes to pay the full amount amount outstanding on their account.

Pay With PayPal link

If you have enabled the client to pay using PayPal, a link Pay with PayPal is displayed beside each invoice, and also beside the total amount outstanding. The link by the total amount should only be used if the client wishes to pay the full amount amount outstanding on their account.

 

  • If invoices have been raised for a client, but the payment date is in the future, these will be listed separately on the account summary, as shown in the screenshot above. A link to "Pay Now" will still appear (if the client has been enabled to use Stripe) so that your client can pay or part-pay the amount in advance if they choose to do so.

 

  • If the balance of a client's account is zero (ie: they have no credit but don't owe anything) then the account summary will show zero balances and display the wording "You have nothing to pay".
     

  • If the client's account is in credit, then the amount of their credit will be shown on the account summary screen.
     

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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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