2026 How to revert a payment marked paid externally to unpaid

Modified on Mon, Jun 29 at 4:29 PM

Use this guide to revert the status of a payment to unpaid if it has been marked paid externally, so the payment can be processed through the Petly Plans application.

Administrator1 week before the 20th or immediately if marked by mistake

When to revert a payment

One week before the 20th if you need to automatically collect the future-due payment through the Petly Plans application.

Any time the Mark As Paid Externally option was selected by mistake and needs to be undone.

Things to know before you begin

Availability

This option is only available if an Administrator or Manager has previously selected Mark As Paid Externally to indicate the payment was collected outside the Petly Plans application. If that option was not previously used, this option will not appear.

Steps to revert a payment to unpaid

Undo a Mark As Paid Externally status

Administrator access required

Locate the payment

Find the plan

Search for and select the plan for which to revert a payment status.

Open the Payments tab

Click the Payments tab within the Client Summary page.

Revert the payment status

Click Undo Mark As Paid Externally

Click Undo Mark As Paid Externally next to the applicable payment.

Confirm

Click Confirm to revert the payment status to unpaid.

What happens next: The payment status will return to unpaid and will be eligible for automatic processing on its due date or can be manually charged through the Petly Plans application.

Other helpful resources

Manually charge a payment Mark a payment paid outside Petly Plans