Facility: Invoice Settings

Many aspects of Facility’s built-in invoicing can be configured to better suit your company’s needs in Invoice Settings under the Invoices tab. In this article, we'll review configuring your Settings → Invoice Settings for your Facility account, such as setting the Due Date for invoices and creating Automatic Cancellation Fees.

Invoice Note

This note will automatically be added to every invoice generated in Time To Pet. An example note would be, “We appreciate you being a customer! Payment can be made in your Client Portal or Mobile App. We accept cash, all major credit cards, and Apple and Google Pay.":

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 the first scheduled service takes place.

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

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

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

Day Of First Month – A configurable day in the month that the first service of the invoice occurs. For example, an invoice from March 25th – April 2nd would have its due date set to a day in March.

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 from March 1 – 16th would have its due date set to a day in April. An invoice 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.

Note: These options do not control when invoices are sent to your clients or when clients are charged. Invoices must be emailed to a client manually by selecting the invoice or sending it in bulk using Bulk Invoicing. Clients can pay their invoice from the Portal or Mobile App or can be charged from their profile or in bulk using Bulk Invoicing. Here is more information on when Time To Pet Emails Your Clients.

Invoice Date

This setting allows you to configure an automatic date for your invoices. This is simply the day the invoice is dated and does not affect the payment due date. Options are:

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

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

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

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

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 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.

Automatic Cancellation Fees

When an event is marked as “Cancelled," Time To Pet will use the rules created here to determine what clients will be charged within a specified time frame. A default cancellation charge can also be configured, including all cancellations that do not match existing rules.

You can create new fees by selecting the "+ New Automatic Fee" button.

Automatic fees can be based on cancellations made the same day after a set time, cancellations made for tomorrow after a set time, and cancellations less than a certain amount of hours in advance:

Automatic fees can be charged at the full-service price for a cancellation, a flat rate, a percentage of the service price, or no charge:

Next Invoice Number

By default, invoice numbering starts at 1 and is incremented each time an invoice is generated. You can reset the number used for the next generated invoice by changing this value.

For example, if you set this to 1000, the next invoice you generate will be 1000, the invoice after that 1001, etc.