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Disable many payment records at the same time

To disable many payment records at the same time, a practice manager can use the Records dashboard tab. As a result, it is not necessary to disable each payment record each time.

Make sure that your user account has the necessary permissions.
To disable the payment records, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Payment.
    The Payment record type
  4. If necessary, set applicable filters that ezyVet uses to show the records.
    The filters section of the Records dashboard tab
  5. Select Show Records.
    The Show Records button
    ezyVet shows the payment records:
    The payment records
  6. Select the applicable records.
  7. Select All or Selected.
    The All and Selected buttons
    Note: To disable all records of the search results, select All. To disable only the records that you select, select Selected.
  8. In the Action list, select Payment - Disable.
    The Payment - Disable setting
  9. Select Action.
    The Action button
    ezyVet shows the Disable Records dialog box:
    The Disable Records dialog box
  10. Select Disable Payment.
    The Disable Payment button
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet disables the payments.