The Billing Date Preference value controls the date that ezyVet automatically uses to make invoices for the wellness plan membership. If necessary, a practice manager can change the value for many wellness plan memberships at the same time.

1. Select Dashboard.
   
2. Select Records.
   
   ezyVet shows the Records screen.
3. Set Record Type to Wellness Plan Membership.
   
4. If necessary, set applicable filters that ezyVet uses to show the records.
   
5. Select Show Records.
   
   ezyVet shows the applicable records.
6. In the Perform Action section, select All or Selected.
   
   Note: To do an export of all records of the search results, select All. To do an export of only the records that you select, select Selected.
7. In the Action list, select Set billing date preference.
   
8. Select Action.
   
   ezyVet shows the Update Billing Day Preference dialog box:
   
   
9. Enter the necessary value, then select Update.
   
   ezyVet shows a confirmation message.