Receive payment from a calendar appointment

You can receive payment directly from a calendar appointment after an applicable patient visit.

If a calendar appointment has an approved invoice that is related to the appointment, the appointment shows a dollar sign icon.

If a calendar appointment shows a dollar sign icon, you can open a calendar shortcut menu for the appointment, then select Pay Balance:

Figure 1 is an example of the New Payment dialog box shown after you select Pay Balance. The dialog box includes:

1. Payment methods
2. Approved invoices for the client that are not paid in the Record Allocation section

Receive payment directly from a payment record

If a payment has no related invoice, you can make a payment record and receive the payment directly as follows:

1. Select the Financial primary tab.
2. Select Payments.
3. Enter the payment information in the New Payment screen.

Figure 2 is an example of the New Payment screen. The screen includes:

1. Payment methods
2. Approved invoices for the client that are not paid in the Record Allocation section

You can use the method given in this section to receive a payment that is external of ezyVet (for example,a bank transfer). After you receive the payment, record it in ezyVet.

Automatically receive payment after you approve an invoice

After you approve an invoice, you can receive payment immediately. To receive the payment, use the New Payment dialog box that ezyVet usually shows after you approve the invoice.

Figure 3 is an example of the New Payment dialog box. The dialog box includes:

1. Payment methods
2. Approved invoices for the client that are not paid in the Record Allocation section

Receive a payment directly from a client contact record

You can receive a payment directly from a client contact record. The contact record is a good method to use if a client wants to pay for multiple patients with different invoices.

To receive the payment, select the New Payment button in the client contact record:

Figure 4 is an example of the New Payment dialog box shown after you select New Payment. The dialog box includes:

1. Payment methods
2. Approved invoices for the client that are not paid in the Record Allocation section