2026 How to print a payment receipt for a client

Modified on Mon, Jun 29 at 3:56 PM

Use this guide to print a payment receipt for a client when they request documentation of a plan payment made through Petly Plans.

AdministratorManagerWhen a client requests a receipt

Things to know before you begin

What is included

Petly Plans provides transaction details for any payment collected through the Petly Plans application or marked as paid externally.

Multiple payments

If more than one payment was transacted at the same time, all payments from that transaction will be included together on the receipt.

Steps to print a payment receipt

Locate and print the payment receipt

Must be logged in as an Administrator or Manager

Find the payment

Log into Petly Plans

Search for the client

Search for and select the client for whom you need to print a payment receipt.

Open the Payments tab

Within the Client Summary page, click the Payments tab.

Open payment details

Click Details to the right of the payment for which you need to print a receipt.

Print the receipt

Click Print

Click Print on the payment details screen.

Click to print this page

Click Click to Print This Page and follow any on-screen prompts to print the document.

Close the tab

Close the tab when finished to return to the Client Summary page.

Reminder: If the client's payment was processed alongside other payments at the same time, all related transactions will appear on the same receipt automatically.

Other helpful resources

Manually charge a payment Mark a payment paid outside Petly Plans Refund a payment Cancel a plan