Edit a payment method on a client payment

This article teaches you how you can edit a manual payment method from the Payment Summary page. For example, you selected Cash but meant to select Check.

Note: Integrated payment methods (IDEXX Payments, CareCredit Integrated) cannot be modified. If you need to edit an integrated payment method, you must void or delete the payment then reenter it with the correct method. 

Permissions: Payment Summary

See Manage payment settings to learn how to set up payment methods.

1. Click your name in the menu bar. Then click Administration.
2. Under General, click Payment Summary. Then locate the payment whose payment method you want to edit.
   Note: The default date range is today's date; but you can change it, as needed.
   Tip: To filter the list, edit the date range and enter a search term (for example, the invoice number, payment method, or a client's last name) in the Search box. Then click Go.
3. In the Method column, click the method link to update a payment method. 
4. From the Payment Method dropdown, select the correct payment method.
5. Enter a payment reference, if needed.
6. Click Save.