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            Training Video| View Transaction Details

            Modified on Tue, Jul 14 at 5:07 PM

            Helpdesk Knowledge Base · Petly Plans · Training Videos

            Training video: View transaction details

            Updated 2026Applies to: Petly Plans · All Staff · PaymentsReading time: ~1 min

            This video shows you where and how to access transaction details within IDEXX Petly Plans.

            View Transaction Details in Petly Plans
            Petly Plans Training Series · 2026
            Click to watch on IDEXX Learn

            View Transaction Details in Petly Plans

            Hosted on IDEXX Learn · Recommended for all staff members
            Training VideoWatch now

            What this video covers

            This snippet walks through how to locate and view transaction details in Petly Plans, including payment history, transaction status, and the information available on individual payment records.

            View the written guide: How to print a payment receipt for a clientView the written guide: How to manually charge a payment

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