Manage Payment Collections

Add a Supplemental Payment
Summary Charge a client an additional fee for such things as non-sufficient funds (NSF), cancellations and administrative costs. When The practice ch...
Fri, Mar 6, 2020 at 2:41 PM
Cancel a Payment
Summary Cancel a payment that will not be collected. When Payment is overdue and will not be collected. Payment is a supplemental payment that will ...
Fri, Mar 6, 2020 at 2:47 PM
Financial Hardship Option for an Enrolled Pet - Delay a Payment(s)
When a pet owner is experiencing a financial hardship, one option some practices offer is allowing owner to skip 2-3 monthly payments, with the agreement th...
Mon, Apr 13, 2020 at 2:27 PM
Financial Hardship Option for Enrolled Pet - Extend Plan Term
When a pet owner is experiencing a financial hardship one option some practices use is extending the plan term.  This option required the staff to manually ...
Mon, Apr 13, 2020 at 2:27 PM
Manually Charge a Payment(s)
Summary Charge a client through Petly Plans for any overdue or future payment(s) owed for a past or current plan. When A payment should be collected ...
Mon, Apr 13, 2020 at 1:25 PM
Mark a Payment Paid Outside the Petly Plans Application
Summary Change the status of a payment to Paid if it will not be collected through the Petly Plans application. When Within 30 days of payment being ...
Fri, Mar 6, 2020 at 2:53 PM
Print a Payment Receipt for a Client
Summary Print a payment receipt for a client. When Client requests a receipt for a plan payment(s) Permission Level Administrator Manager ...
Fri, Mar 6, 2020 at 2:54 PM
Refund a Payment
Summary Issue a refund for a payment that has been charged incorrectly within Authorize.Net.   When 24 hours after the initial transaction occurs or wi...
Tue, May 12, 2020 at 1:43 PM
Void a Payment(s) Charged that Same Day
Summary Void the full amount of a transaction within Authorize.Net.   When Same day payment(s) is charged   Permission Level Authorize.Net Administ...
Tue, Mar 31, 2020 at 12:03 PM
Remedy a Payment Declined Due to an AVS Mismatch
Summary Correct an AVS Mismatch error by updating the payment profile in Petly Plans to match the billing addressed listed with the card issuing bank billi...
Mon, Jun 22, 2020 at 1:31 PM