Adding a new Payment

Adding a new Payment

In the Menu

  1. Locate the customer in the Customer/Pet List or search for the customer. Once found, click the New Transaction button to load the Transaction form.
  2. Set the “Type” drop-down to “Payment”, and complete the entry of the payment as described in the next section.
  3. Save the payment when finished.

In the Customer Flyout

  1. Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER key to open the customer flyout. Click the Transactions tab.
  2. Click Actions – New to open the Transaction form.
  3. Set the “Type” drop-down to “Payment”, and change the “Date” field if required. You can enter any notes on this transaction using the “Notes” drop-down, untick “Show Notes on Payment” if you do not wish these to appear on the printed payment.
  4. Select the “Payment Method” and enter in the payment amount. Payment by two different methods can be entered by ticking the “Split Payment” checkbox, and entering in details of the second payment. Note: If you have a Cayan merchant account (USA only) you should process the payments at this point, see the Processing Payments (USA) topic for further information.
  5. If the customer pays too much and requires change or you are returning cash to the customer, enter this amount into the “Change” field.
  6. Once finished, click OK to close the Transaction form. The customer’s “Current Balance” will be updated with the payment amount.

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