How To Apply Open Payments
There are three ways to apply an open payment to a client's invoice.
Note: Keep in mind that you will only see these options if a client has an open payment and an open invoice on their account.
First - You can open the Edit Invoice screen and click "Add Payment". Time To Pet will prompt you to add the open payment first:
Second - You can also load the invoice on the Scheduler. Time To Pet will prompt you to add the open payment here as well.
Lastly - you can do this from Invoicing > Bulk Invoicing. Just look for the "Apply Open Payments" tab:
Open Payments are automatically applied to client invoices before clients are charged if the company is using our Automatic Charging feature. Click here to learn more about Auto Charging: Automatic Charging.