There are three ways to apply an open payment to a client's invoice.
Open payments are funds received from a client that have not yet been assigned to a specific invoice. These can occur when money is collected before an invoice is issued or when an invoice is voided, leaving the payment that has not been added to an invoice.
Note: You will only see these options if a client has an open payment and an open invoice on their account.
Additionally, open payments that are not applied manually will not be added to invoices unless the company's Automatic Charging feature is enabled.
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 the Invoicing > Bulk Invoicing section of your account. Just look for the "Apply Open Payments" tab:
If the company is using our Automatic Charging feature, Open Payments are automatically applied to client invoices before clients are charged. However, in situations where Automatic Charging is not enabled, open payments must be applied manually. We share more information on this feature here: Automatic Charging.