View transaction details from the Client Summary Page

An administrator or manager can view the transaction details for a payment by doing the following:

1.     Within the Client Summary Page, verify the correct pet and preventative care plan display.
2.     Select the PAYMENTS tab.
3.     Click the Details link to the right of the payment. The line item expands to display details about the associated transaction(s).
4.     Click the View link to the right of a transaction to view details about the transaction in a new tab on the browser.
5.     Close the tab to return to the Client Summary Page.
6.     Click the Close link on the right to collapse the line item when finished.