Manually Charge a Payment(s)

Summary

Charge a client through Petly Plans for any overdue or future payment(s) owed for a past or current plan.

When

• A payment should be collected outside normal, automated payment processing.
• Payments are past due.
• A client would like to pay the remaining amount owed for the plan(s) early.
• A payment has been declined.
• A supplemental payment is due to be charged.

Permission Level

Administrator

Things to Know

• The application will display payments owed for all plans associated with the client.
• You have the option to choose which payment profile to use for collecting the owed payment(s). A green box and check mark indicate which will be used for the transaction.

Steps

1. Search for and select the client for which to charge one or more payments.
2. Click the Payments tab.
3. Click Charge.
4. Within the Initiate Charge window, if necessary, click the payment method to be charged.

5. Place a check mark in each Charge checkbox to include in this transaction.
6. Click Charge Payment.
7. Verify the correct payment method has been selected and the total to be charged is accurate.

8. Click Charge Immediately.

Other Helpful Resources

• Mark a Payment Paid Outside the Petly Plans Application
• Cancel a Payment
• Print a Payments Receipt for a Client
• Start the Upcoming Renewal Plan Early