Recommended methods to 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
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. Do the report regularly to help prevent incorrect financial records.Figure 2. Output of the Unapplied Payments and Credits report
