Auto Payments Explained

Modified on Sat, 12 Nov 2022 at 05:36 PM

Payment Types describe the type of payment a client used such as cash, check, card, Venmo, or bank transfer. Payment Types display in the Payments list in a Client Account and in the Payments Report. 

Stripe and PayPal Receipts are automatically created during payment processing and start with the word AUTO (i.e. AUTO: Stripe). An Auto Payment is created when you take payment during invoicing, or when a client pays via the Client Portal. These Payments cannot be edited or deleted.

Understanding Auto Payment Types

Navigation: Admin > Supporting Data > Payment Types

  • The "Auto: Stripe" and "Auto: PayPal" are visible on the Payment Types list but CANNOT be edited.

Auto payment types cannot be edited in dog walking software

  • When adding a manual Payment on a Client Account, you CANNOT use an "Auto:" Payment type.
  • "Auto:" Payments are generated from Stripe or PayPal and CANNOT be edited.

Auto payment types cannot be edited in dog boarding software

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