Mark a Payment Paid Outside the Petly Plans Application

Summary

Change the status of a payment to Paid if it will not be collected through the Petly Plans application.

When

• Within 30 days of payment being collected outside the Petly Plans application
• Examples:
  • Cash payment is collected
  • Care Credit is used

Permission Level

• Administrator
• Manager

Things to Know

• Once the payment is marked paid externally:
  • The payment status will be Paid
  • The associated transaction status will be Settled (external).
• A payment marked as paid externally will not be automatically processed again on the actual payment due date as the application already indicates it has been paid.

Steps

1. Search for and select the plan for which to revert a payment status.
2. Click the Payments tab.
3. Click Mark as Paid Externally.

4. If necessary, in the Payment Date field, type a different date on which the payment was collected or select a date from the calendar.
5. Click Save Changes.

Other Helpful Resources

• Revert a Payment Status Marked Paid Externally to Unpaid