How do I track a payment made by Venmo, PayPal, Zelle, cash, or check?

If you are taking payments outside of our platform (e.g., Venmo, PayPal, Zelle, cash, or check), you will need to manually add those payments to your PetPocketbook account. Otherwise, there's no way for us to know that you've received these payments, so your client’s balance won't be updated accordingly, and as a result, bill reminders may be sent out to your clients when they shouldn't be.

From desktop and web

First, go to your invoices tab by tapping on Invoices from the main menu.

Next, search for the client family that you want to add a payment for. This will open their billing history page. Alternatively, you can also tap on an invoice from the sent container of your invoices tab, if that's easier for you. This will open the corresponding client's billing history page specifically to the invoice that you tapped on.

From here, tap on the add payment button.

Finally, enter the amount of the payment, any tip, the payment method, the paid on date, and any notes.

Once, you tap I’m done, the payment will be reflected in the client’s balance. If a payment is made but there is still an outstanding balance a "partial" tag is displayed.

⚠️  The amount owed may be different than the total of the invoice if your client already has a credit in their account from previous payments.

Removing or editing payments

To edit or remove a payment, tap on it from the billing history area. The details of the payment will be displayed including the invoices the payment has fully or partially settled, any tips included, the payment method, and any notes you've added. To edit the payment details, tap edit. To remove the payment, tap edit.

Using our mobile beta app

Admins and Owners can access Invoices from the main menu of the app.

At the top of your screen, toggle to the payments section to view a history of the collected payments. You can sort by date and payment type. To add a new payment, tap the coral + sign at the bottom of your screen.

Select the client who made a payment and enter the payment amount, any tip collected, the payment method, the date the payment was collected, and any notes.

Once, you tap add, the payment will be reflected in the client’s balance. If a payment is made but there is still an outstanding balance a "partial" tag is displayed.

⚠️  The amount owed may be different than the total of the invoice if your client already has a credit in their account from previous payments.

Removing or editing payments

To edit or remove a payment, tap on the payment from the payment history area. The details of the payment will be displayed including the invoices the payment has fully or partially settled, any tips included, the payment method, and any notes you've added.

To edit the payment details, tap the three dots at the top of your screen. Once changes are made, tap update. To remove a payment, tap on the three dots, then tap remove to delete the payment.