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Payment allocations

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Prevent incorrect payment allocations

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

Use the End Of Day Wizard reportCopy

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 reportCopy

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
  • 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
  • About payment allocations

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ON THIS PAGE

  • Prevent incorrect payment allocations

    • Use the End Of Day Wizard report

    • Use the Unapplied Payments and Credits report

ezyVet

Last updated: December 1, 2024

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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

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