2026 How to manually charge a payment

Modified on Mon, Jun 29 at 4:31 PM

Use this guide to manually charge a client through Petly Plans for any overdue or future payment owed for a past or current plan.

Administrator

When to manually charge a payment

A payment should be collected outside of normal automated payment processing.

Payments are past due.

A client would like to pay the remaining amount owed for their plan early.

A payment has been declined.

A supplemental payment is due to be charged.

Things to know before you begin

All plans displayed

The application will display payments owed for all plans associated with the client. Review carefully to ensure you are charging the correct payment.

Payment profile selection

You can choose which payment profile to use for the transaction. A green box and check mark indicate which profile is currently selected.

Selected payment profile

Steps to manually charge a payment

Initiate and confirm a manual charge

Administrator access required

Locate the client and open the charge window

Find the client

Search for and select the client for whom you need to charge one or more payments.

Open the Payments tab

Click the Payments tab within the Client Summary page.

Click Charge

Click Charge to open the Initiate Charge window.

Select payment method and payments to charge

Select a payment method if needed

Within the Initiate Charge window, if necessary, click the payment method to be charged. A green box and check mark will indicate the selected profile.

Select payments to include

Place a check mark in each Charge checkbox for every payment you want to include in this transaction.

Click Charge Payment

Click Charge Payment to proceed to the confirmation screen.

Verify and confirm the charge

Verify payment details

Confirm the correct payment method is selected and the total to be charged is accurate before proceeding.

Click Charge Immediately

Click Charge Immediately to process the payment.

Reminder: All plans associated with the client are shown in the charge window. Double-check the selected payments and total before clicking Charge Immediately to avoid duplicate or incorrect charges.

Other helpful resources

Mark a payment paid outside Petly Plans Cancel a payment Print a payments receipt for a client Start the upcoming renewal plan early