If a payment is collected outside the application, an administrator or manager can manually change the status of a payment to Paid. The transaction status will also be changed to Settled (external) to indicate the payment was not processed through the payment gateway.

  1. Within the Client Summary Page, verify the correct pet and preventative care plan display.
  2. Select the PAYMENTS tab.
  3. Click the Mark as Paid Externally link to the far right of the payment. A Mark as Paid Externally dialog box appears.
  4. In the Payment Date field, enter the date on which the payment was processed outside the application by either selecting the date from a calendar or typing the date.
  5. Note: Payments can be backdated if needed. Leave blank to insert the current system date.
  6. Click the Save Changes button to mark the payment paid and return to the PAYMENTS tab.