Record a Payment
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A payment records money you received from a client. You can apply it to their unpaid invoices or keep it as credit.
Where to Find This Section
Section titled “Where to Find This Section”Payments → New Payment. You can also start a payment from a client’s record.
To take a payment for one invoice, open the invoice instead. See Payments on an Invoice.
How to Record a Payment
Section titled “How to Record a Payment”- Open Payments → New Payment.
- Select the client and enter the amount.
- Check which invoices the payment will be applied to.
- Click Save.
Form Fields
Section titled “Form Fields”| Field | Notes |
|---|---|
| Customer | Required |
| Date | Required |
| Amount | Required. Must be greater than zero |
| Payment Method | Cash, Credit Card, Wire Transfer/Eft or Unspecified |
| Notes | Marked Private. Only staff see it |
The payment method is only a record of how the money arrived. Veterian does not process the payment.
Applying It to Unpaid Invoices
Section titled “Applying It to Unpaid Invoices”Apply to unpaid invoices is on by default. Before you save, the form shows the Unpaid Invoices the payment will cover and how much goes to each one. Check this table before saving.
Turn the option off to keep the whole amount as the client’s credit, for example when a client pays in advance. Any amount left after the unpaid invoices are covered also stays as credit.
Draft invoices are not paid this way. Money for a draft waits as credit until the invoice is issued. See Create an invoice.
Payments on an Invoice
Section titled “Payments on an Invoice”On an invoice page:
- Add Payment records a payment for that invoice. On a draft, the button is Take Prepayment.
- Pay Using Customer Credit pays an issued invoice from the client’s existing credit.
Finding a Payment
Section titled “Finding a Payment”Payments lists every payment with its Payment Date, Customer, Payment Method and Amount. You can search by client and filter by Method.
Editing a Payment
Section titled “Editing a Payment”Open the payment to change it. The client cannot be changed. If a payment was recorded for the wrong client, delete it and record it again.
If you turn off Apply to unpaid invoices on a payment that was applied to invoices, Veterian warns you: The payment amount will be removed from the applied invoices and transferred to the customer's credit.
Deleting a Payment
Section titled “Deleting a Payment”To correct an amount, edit the payment instead of deleting it.