< FAQs < I want to add a sundry credit to a client record so that their next service is discounted - How do I do this?



  • Click “Add New Service”.


Add a new service with


  • Short Description of “Credit” and

  • Long Description of “Sundry Credit” (or whatever you like).


Screen Shot - Adding a New Service.

Put your new service in your Admin group.


If you don't have an admin group, put it in the next most appropriate group


make a new “Admin” group by going to ADMIN > SERVICES > SERVICE ITEM GROUPS.


Screen Shot - Adding a New Service.

Under the “Advanced” tab.


Make sure that “Hide In Diary” is checked. This will prevent credits from appearing as services in the Diary & Schedule views.


Make sure that “Show in Portal” is unchecked, this will prevent clients from seeing your “credit” item in the list of options to order online.


Screen Shot - Adding a New Service.

Navigate to the client where you need to add a credit.


Create a new service order and click “Add Jobs”


Schedule a “Sundry Credit” for today (or whatever date you like) and click “Add Jobs”


Screen Shot - Adding your Credit.

Select the sundry credit on your service order and click “Edit Jobs”.


  • Enter the staff member that is most appropriate, this will usually be a business owner.

  • Enter the amount of the credit.

  • Enter a description of why the credit has been applied in the “Invoice Notes”.

  • Finally, click Update.


Screen Shot - Adding your Credit.

  • You now have a service order showing the credit you want to apply to the account.

  • This credit does not effect revenue (so there are no tax implications) until it is invoiced.

  • This credit will lower the value of your services recorded for the month (as it should do) , but it will not effect “invoiced” values until you invoice it.

  • Simply make sure any future services (to which the credit should be applied) are added to this order.


Screen Shot - Adding your Credit.


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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