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.
- Within the Client Summary Page, verify the correct pet and preventative care plan display.
- Select the PAYMENTS tab.
- Click the Mark as Paid Externally link to the far right of the payment. A Mark as Paid Externally dialog box appears.
- 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.
Note: Payments can be backdated if needed. Leave blank to insert the current system date.
- Click the Save Changes button to mark the payment paid and return to the PAYMENTS tab.