New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • expand_more

      Payments

      • expand_more

        Payment allocations

        • Prevent incorrect payment allocations

  • Vello

  • ezyVet Scan

  • ezyVet Go

  • Vet Radar

  • ezyVet Data Lake

  • IDEXX SmartFlow

  • ezyVet Connect

  • Knowledge Center: New and published

  • Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Payments
  6. arrow_right
  7. Payment allocations

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Payment allocations

chevron_right

Prevent incorrect payment allocations

ezyVet has two methods that you can use to prevent incorrect payment allocations.

Use the End Of Day Wizard report

The End Of Day Wizard report has an Unapplied Payments section. The Unapplied Payments section:
  • Shows each payment that has an incorrect payment allocation quantity
  • Has settings that you can use to do the correct payment allocation for the related invoice of the payment
Figure 1. Payments of the Unapplied Payments section
Payments of the Unapplied Payments section
Note: Make sure that you use the Unapplied Payments section of the End Of Day Wizard report when you do the report each day. The sections helps to prevent problems that inaccurate financial records cause.

Use the Unapplied Payments and Credits report

The Unapplied Payments and Credits report is a dedicated report that you can use to find incorrect payment allocations. To help prevent incorrect financial records, do the report regularly.
Figure 2. Output of the Unapplied Payments and Credits report

Output of the Unapplied Payments and Credits report
Parent topic: Payment allocations
Related concepts
  • About payment allocations
  • Automatic payment allocations
Related tasks
  • Do a payment allocation (contact record method)
  • Remove a payment allocation
Related information
  • Find and show payment allocation information
  • Payment allocation troubleshooting
ezyVet

Last updated: December 1, 2024

chevron_leftchevron_right

Related Articles:

  • Payment allocations
  • About payment allocations
  • Automatic payment allocations
  • Do a payment allocation (contact record method)
  • Remove a payment allocation
  • Find and show payment allocation information
  • Payment allocation troubleshooting

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in