Stop Petly Plans from Automatically Charging a Payment

Summary

Stop Petly Plans from automatically processing a payment on the 20^th.

When

• The client would like to be charged that month on a different date.

Things to Know

• The payment(s) will need to be manually charged on the appropriate date.

Permission Level

• Administrator
• Manager

Steps

1. Log into Petly Plans as an Administrator or Manager.
2. Search for and select the client for which to stop a monthly payment(s) from automatically processing.
3. Within the Client Summary Page, select the patient and in-progress plan for which to stop a payment(s) from automatically charging.
4. Click the Payments tab.
5. In the Auto Charge column, remove the check mark to the right of the payment(s) that will not be charged automatically.

6. Repeat steps 3 – 5 for each impacted payment, on each impacted plan, for the client.

Other Helpful Resources

• Manually Charge a Payment(s)
• Mark a Payment Paid Outside the Petly Plans Application
• Set a Payment to Automatically Process