Pay specific tranzactions
You can record a new payment from the SOAP, from an over-the-counter sale, or from the Flowboard. Click on Add payment, select the payment method, and add any other relevant details about the transaction. The amount and the date & hour are populated automatically, but you can change them if needed.
📌 If 'Card' is selected, you can choose the card type - this will be visible on Reports.
📌 If 'Card' is selected and you have an active terminal integration, you can send the payment to the terminal of your choice.
📌 If 'Cash' is selected, and a higher amount is paid, you'll have the possibility to keep the difference as a client balance (paying off some debt or keeping it as a credit for future use) or give the change back. Leave the checkmark for add to balance for keeping the difference on the client's account or uncheck it to calculate the change.
📌 If you changed the amount, and you want to revert back to the invoice's due amount, simply click on the auto-fill amount button.
The payment will be displayed in the Payment area of the Billing section from the record and from the direct sell. Here you can see the exact date and hour of the transaction, the description, the amount that has been paid, and the method.
You can all see all the transactions in the Payments report.
If the client is paying online (via Stripe or VetPay), the transaction will appear directly here marked as Online.
You can easily see the total, the amount paid, and the amount due.
📌 Adding a payment will automatically mark the invoice as 'Closed'. Read more about the sale/invoice statuses and stages here.
🆕 Take a deposit, add credit or pay outstanding balances.
You can now add a payment for all these use cases from the best place possible, from the Healthcard!
Similar to a counter-sale adding a payment from the Heathcard allows you to add a payment for sale that has the value of O.
If the client has an open balance, the payment will be allocated to the outstanding invoices, from the oldest to the most recent ones.
The invoices will be automatically marked as paid/partially paid following the same rule (oldest to most recent)
On the Payments page (reports) there will be only 1 charge listed with the whole amount.
If the client has no open balance or the client pays more than the balance value, the amount will be added to the client's credit figure. This works great when you need to take a deposit, as there is a notes field where you can specify this.
After clicking save, hit refresh to see the amount either subtracted from the balance and/or added to the client credit.