Understanding Payments

Modified on Tue, 31 Jan 2023 at 02:10 PM

There are a number of ways that you can receive payments from clients through the invoices you have created within Pet Sitter Plus. Manual payments; such as cash, check and other direct payments, Or by credit or debit cards paid through stripe. The options below discuss these payments further and include a set of instructions on how to process client payments.


TABLE OF CONTENTS


How Do Clients Pay an Invoice?

Clients can pay in different ways. If clients pay cash, check, Venmo or Zelle, you will create a manual payment to record it. If you use Stripe (our credit/debit card processor), a payment is automatically added and the invoice is marked as paid.

Detailed Instructions....



What is a Manual Payment?

A manual payment is added by you to record a payment and mark an invoice paid. When adding a manual payment, it is allocated to the most logical or oldest outstanding invoices. You can override the allocation. If there is no invoice, the payment is added as un-allocated (cash on account).

Detailed Instructions....


How Do I View my Payments?

All Payments received can be viewed on the Payments Report.

You may need to refund a payment. There are different methods for refunding Stripe payments vs. other types of payments, so be sure to follow the correct process. See How do I Refund a Stripe Payment and How do I record a Cash or Check Refund?

Detailed Instructions....



What if a Client's Card Payment has failed?

Payment Method Errors reported by Stripe are stored against the Invoice in Pet Sitter Plus and these errors are then displayed in the Unpaid Invoices Report and Client Account Logs. The error messages are date and time stamped.

Payment Method Error messages can help the business owner identify the reason a Client's payment has failed. Examples are Client Card Payment failures could be:
  • Card expired.
  • Insufficient funds.
  • No card on file.
  • Invalid accounts.
  • Payment requires customer action.

If a client payment method has failed, you can choose to send a communication/email from the Unpaid Invoices Report to inform them that their payment has failed.

Detailed Instructions....





 

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