View All Payments for a Client

Modified on Fri, 23 Sep, 2022 at 9:32 AM

You can view all payments on a client's account. Payments for cash, checks or other direct payments are created manually, Stripe payments are created automatically. 

Tip: Payments are allocated (applied) to Invoices, to pay them. You can change allocations if needed.

How Do I View All Payments on a Client's Account?

Navigation: Clients > Payments & Refunds > Payments
  • Click a page number to view older payments. The current page is shaded blue.
  • Click on the word "Payment" to view or edit the payment details or allocations.
Note: Payments containing the word "Auto" cannot be edited such as "Auto Stripe" or "Auto PayPal."

View all of a client's payments in dog daycare software

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