Managing Manual Payments

Modified on Tue, 31 Jan 2023 at 03:11 PM

Within this article you will read about CreatingEditing and Deleting Client Manual Payments.
There are a few ways to record client payments: payment in full, partial payment and create a credit on account. 

Payments received can be viewed on the Payments Report.
Tip: Payments for cash, check and other direct payments are added manually. Stripe Payments are added automatically and cannot be edited.

How Do I Create a New Payment?

Navigation: Clients > Payments & Refunds > Payments

Step 1

  • Click "New Payment."
Add a new payment in dog walking software

Step 2

  • Enter Payment details, including the payment date, the amount and how it was paid to you.
  • Check allocation amounts (reallocate if necessary) to the outstanding invoice(s).
Add a new payment in dog walker software


Read more about the fields on a Payment screen:

  • Date: Enter the date the payment was received.
  • Amount: Enter the payment amount.
  • Payment Type: Enter the method of payment, such as direct credit, cash or check.
  • Details: Keep "Payment Received" or edit as needed, such as adding a Check number.

Step 3

  • To email a receipt for a payment, toggle ON "Email Client."
  • Select an "Email Template" from the drop down, edit the "Email Subject" if necessary and Email content.
  • Click the "Add Payment" button at the top of the screen.


Email payment received in dog daycare software


How Do I Edit a Payment?

Step 1

  • Click on the Payment to edit.
Edit a payment in pet sitter software

Step 2

  • Edit the information as needed.
  • Click "Update."


Note: If the original payment was allocated to an invoice, and you edited the payment amount, then the allocation for the invoice might have changed.



Edit a payment in pet sitting software


How Do I Delete a Payment?

Step 1

  • Click on the Payment to delete.

Delete a payment in pet sitter software


Step 2

  • Click "Delete."
  • "Are you sure?" appears. Click "Delete" to confirm, or "Cancel" to keep the payment.

Delete a payment in pet sitting software


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