Adding A Manual Payment To An Invoice (Cash, Check, Or Other Payment Outside Of TTP)
If you are not connected to one of the credit card processors in Time To Pet, or you collect payment from a client outside of Time To Pet (via cash, check, or another form of payment), you will need to manually log the payments you receive from outside of Time To Pet to mark invoices as paid. In this article, we'll show you how to do just that!
Check out this video from our Onboarding Team on charging client cards and adding manual payments!
To add a manual payment, open the Edit Invoice screen and click the "Add Payment" button in the lower left-hand corner:
After clicking "Add Payment," you will see one of two windows. If the client has an open payment on their account, you'll be prompted to apply the open payment first:
Note: You can read more about open payments and credits in our help doc Understanding Open Payments And Credits In Time To Pet
If the client doesn't have any open payments, you'll be brought directly to the "Create & Apply New Payment" window. Here, you will add the amount of the payment you received, the date you received the payment, and a description of the payment if needed. For example, a check number or "paid by cash":
After the invoice has been paid in full, it will be marked as "Paid." If the client has only paid part of the invoice, it will be marked as "Partially Paid."
To add manual payments to multiple invoices at one time, take a look at our Bulk Invoicing help doc.