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Send an invoice to a client that has a remote payment link

If an emailed invoice includes a remote payment link, clients can easily make payment directly from the invoice.

  • Make sure that a practice manager configured an applicable payment integration (for example, PayJunction or Windcave)
  • Make sure that a practice manager configured an email template to use remote payments
  • Make sure that you approved the applicable client invoice
To send an invoice, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Invoices.
    The Invoices setting
    The left sidebar shows the invoice records of your site.
  3. Find and select the applicable invoice.
    ezyVet shows invoice settings and information.
  4. Make sure that the invoice information is correct.
  5. Select Send Email.
    The Send Email button
    ezyVet shows a New Communication dialog box.
  6. Make sure that the Email Template box has the correct template.
    The Email Template box
  7. Select Send.
    The Send button
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet sends the invoice to the client as an email and they can make payment from the invoice.