To get started, select "Customers" in the left sidebar menu or click the icon below. Then, click on the desired customer.
Click the "Billing" tab in the top navigation.
Enter Payment Information
To assist pet owners, administrators can enter a payment method.
Adding a Payment Method
If this is the first time a payment method is being entered for a customer, click the "Add Payment Method" button.
Fill in the fields provided and click "Save Payment Method."
Changing A Payment Method
If you're updating an existing payment method, click the "Update Payment Method" button.
After the payment method window opens, click the "change payment method" link.
Select a saved payment method or click "Add Payment Method."
Enter the new payment details in the fields provided.
Click add new payment method.
Allow Pet Owner to Pay Using Cash, Check or Other Payment Method
By default, Scout requires customers to have a payment method on file before using the Scout for Pet Owners Mobile App.
Administrators can override the electronic payment method requirement on an individual account basis.
To override the electronic payment method requirement, toggle on the "Accept Cash, Check, etc." switch.
To learn how to override electronic billing for ALL customers and make your business Cash, Check or Other payment method only, click here