Getting Started: Receiving Payments

Modified on Thu, 3 Nov, 2022 at 12:05 PM

Getting Started Receiving Payments: You are able to accept multiple Payment Types including cash, check, bank transfer and electronic payments through Venmo and Zelle (US only). All payments you accept that are not made through Stripe (Stripe is a credit card and ACH processor linked with Pet Sitter Plus), are recorded manually after you receive the payment.


Note: To accept credit card payments with Stripe, see Getting Started: Accepting Online Payments.


1. Record a Payment from One Client

  • Open a Client Account.
  • Select "Payments & Refunds."
  • Select "New Payment."

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  • Add the Payment details such as Date Received, Amount and Type.
  • The funds are auto allocated to pay invoices, but you can adjust the allocation.
  • Toggle "Email Client" ON to email a receipt. "Amount" will merge in "Payment Received."
  • Select "Add Payment."

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  • In "Payments & Refunds," the Payment is recorded, noting the Invoice it paid.

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  • In "Orders & Invoices," the Invoice is marked "Paid."

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2. Record Multiple Payments

You can record multiple payments for multiple invoices at once in "Unpaid Invoices." The exact Invoice Amount Due is recorded as the Payment total.
  • In the Invoicing Icon, select "Unpaid Invoices."
  • Check the box for the Invoices to record Full Receipts for. Partial Payments can not be recorded from this area.
  • Select "Payment."

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  • Add the Payment details such as Date Received, Amount and Type.
  • Toggle "Email Client" ON to email a receipt. "TOTAL" will merge in "Payment Received."
  • Select "Payment Full Amount."

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  • As in Step 1, the Payments are recorded in "Payments & Refunds" and the Invoices are marked "Paid" in "Orders & Invoices." 


Signposts...

Learn how to invite clients to use their Client Portal.

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