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Payments

Payment allocations

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Do a payment allocation (contact record method)

To make sure your financial records are accurate, you can connect them to completed payments. Examples of applicable financial records are invoices, credit notes, and refunded payments.

To do a payment allocation from a contact record, do this procedure.

Note: This procedure is applicable if:

You received a payment but did not connect it to a financial record
You received a payment but connected it to an incorrect record

Select Contacts.
ezyVet shows the New Contact screen.
In the left sidebar, find and select the applicable client contact record.
ezyVet shows settings and information of the contact record.
Select Financial.
In the Financial Records section, double-click the applicable payment record.
The payment record opens in a new record tab.
In the Record Allocation section of the payment record, select the financial record that you want to connect to the payment record.
Select Save & Close.
ezyVet shows a confirmation message: