Manage Payments

This section explains how to mark a payment paid externally, charge a payment, add a supplemental payment, cancel a payment, and charge the remaining payments for a plan.

Daily Payment Collection Issues Email
If you're signed up to receive administrator emails in Petly Plans, you'll get an email each day that there is at least one payment which cannot b...
Fri, Nov 2, 2018 at 9:58 AM
Change the payment method for a plan
For administrators and managers, the PAYMENT PROFILE tab displays the client’s bank account(s), credit card(s) and/or debit card(s) associated with Petly P...
Fri, Oct 5, 2018 at 12:10 PM
Manually charge a payment
An administrator can charge a plan fee through the payment gateway at any time. When this charge process is initiated, the application also displays other d...
Thu, Oct 5, 2017 at 10:44 AM
Charge the remaining payments for a plan
If, for example, a client would like to pay the full balance of a plan some time during the current term, an administrator can charge all remaining payments...
Thu, Oct 5, 2017 at 10:59 AM
Mark payment paid if processed outside the Petly Plans application
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 w...
Fri, Nov 16, 2018 at 3:16 PM
Undo a payment marked paid externally
If a payment was incorrectly marked paid externally, an administrator can change the payment status back to Unpaid by doing the following Within the C...
Thu, Oct 5, 2017 at 10:43 AM
Manually cancel an unpaid payment
If you do not wish to use Petly Plans to collect past unpaid payments after the plan has been cancelled, all unpaid payments must be manually cancelled. As ...
Thu, Oct 5, 2017 at 10:47 AM
Add a supplemental payment
An administrator can add a supplemental payment(s) to a plan for such things as an NSF or administrative fee when needed. Within the Client Summary Pa...
Thu, Oct 5, 2017 at 10:45 AM
Change a transaction status to Chargeback (returned)
This function is only available for transactions processed through the payment gateway. This change is not reflected outside the Petly Plans application. ...
Thu, Oct 5, 2017 at 11:00 AM
View transaction details from the Client Summary Page
An administrator or manager can view the transaction details for a payment by doing the following:     Within the Client Summary Page, verify the correct...
Thu, Oct 5, 2017 at 11:02 AM