Introduction

When an owner has one or more open invoices, payment can be applied at any time on the business side of the application. Payment here can either be applied to an individual open invoice, or applied to their entire open invoice balance. If payment is applied across multiple open invoices, the payment(s) will be allocated to the invoices based on the invoices' age (from oldest to newest).

Pay Individual Open Invoices

1. Use the search bar to navigate to the owner's profile.
   
   
2. Click on the Invoices tab.
   
   
   
   
3. Locate the Invoice that payment needs to be applied on, and click the Apply Payment button.
   
   
   
   
4. Clicking this button will route us to the Shopping Cart, where we'll see the balance has been applied to the cart. Here, other items can be added if desired prior to applying payment.
   
   
   
   
5. Once satisfied with the charges, click Check Out With Payment.
   
   
6. On the pop up window, select a Payment Method and a Payment Amount, and optionally enter a Description. Click Continue to process the payment and close the invoice.
   
   
   
   
7. Viola! We've successfully applied payment to an open invoice! Upon completion, a pop up will be displayed with options to Print, Email, or View the invoice.
   
   
   

Pay Multiple Open Invoices

1. Use the Search bar to navigate to the Owner's Profile.
   
   
2. Click the Shopping Cart icon next to the owners Open Invoice Balance to add it to the cart.
   
   
   
   
3. Navigate to the Shopping Cart.
   
   
4. Once satisfied with the charges, click Check Out With Payment.
   
   
   
   
5. On the pop up window, select a Payment Method and Payment Amount, and optionally enter a Description. Click Continue to process the payment and close the invoices.
   
   
   
   
6. Voila! We've successfully applied payment to all of an owners' open invoices. Upon completion, a pop up will be displayed with options to Print, Email, or View the applicable invoices.
   
   

Important:  When applying payment to multiple invoices, payments are applied to the oldest invoice first, and then carried over to the remaining invoices in age-order.

Limit Open Invoice Payments to Current Location Setting

Effective 5/6/2021, there is a setting found in Admin » Check Out Options called Limit Open Invoice Payments to Current Location. This setting is disabled by default, but when enabled, business-side users can only accept payments for open balances associated with the currently logged in location.

This is helpful for apps that share a single subdomain for multiple locations. Without this setting enabled, apps with multiple locations can sometimes run into reporting discrepancies when a pet parent has a balance across locations and pays that off under one location which is tied to a specific merchant account for credit card processing. When this setting is enabled, only open balances associated with the user's current location will be available to accept payment. This will ensure that invoice payments are processed on the correct merchant account for that location and will reflect accurately in reporting.

Example

Jane Doe visits both the Boulder and Denver location for Happy Wags Dog Daycare. Jane has a couple of owed invoices, one for a day of daycare ($25) at Happy Wags - Boulder and one for an overnight stay ($150) at Happy Wags - Denver.

Jane visits the Denver location, and the receptionist asks her to pay her open balance during checkout.

With Limit Open Invoice Payments to Current Location disabled, when the receptionist adds Jane’s balance to the shopping cart, they would have all $175 added for both locations. One payment is taken and will go to the Denver bank account. They would need to manually send the $25 over to Boulder to reconcile this payment.

With Limit Open Invoice Payments to Current Location enabled, when the receptionist adds Jane’s balance to the shopping cart, they would only see the $150 for the current location added to the cart. The Boulder balance would remain on the account to be paid at that location.

Related Resources

• Get Started with Invoices Topic Outline
• Owner’s Invoices Tab Reference
• Apply Pre-Payment to an Estimate Invoice How-To
• Check Out an Invoice with Payment How-To
• Check Out an Invoice with No Payment How-To
• Pay Open Invoices from the Customer Portal How-To