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Set a credit limit for a client

After a practice manager configures a credit limit, you can set the credit limit for clients.

Make sure that your ezyVet site has a configured credit limit.
To set a credit limit, do this procedure.
  1. Select Contacts.
    The Contacts tab
  2. Select the applicable client.
    An applicable contact record for a credit limit.
    ezyVet shows the client’s information.
  3. Go to the General Information section.
    The General Information section
  4. In the Credit Limit Name box, select the applicable credit limit.
    Applicable credit limits
  5. Select Save.
    The Save button
    ezyVet shows a confirmation message:

The client has the credit limit.