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Payment allocation information of contact records

Payment allocations for a contact record are in the Financial Records section of the Financial tab of the contact record.

Figure 1. The Financial Records section

The Financial Records section of the Financial tab
The Financial Records section shows all payment allocation records of the contact record. Each payment allocation record can have a different icon and color. The table that follows gives:
  • Each icon and the record type that it identifies
  • Each color and the information that the color identifies
IconRecord typeColorInformation
The icon of an invoice recordInvoiceBright yellowThe invoice is unpaid because it does not have sufficient payment allocations.
The icon of an invoice recordInvoiceNo colorThe invoice has sufficient payment allocations. As a result, the invoice is fully paid.
The icon of a payment recordPaymentBright greenThe payment does not have a sufficient payment allocation with an invoice.
The icon of a payment recordPaymentPale greenThe payment has sufficient payment allocation with an invoice.
Tip: To open a related record directly from the table, double-click the applicable row.