Receive payment from a calendar appointment

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 get access to the applicable invoice directly from the appointment. To get access, open a calendar shortcut menu for the appointment, then select Open Invoice:

Then in the invoicing screen that ezyVet shows, select the Make Payment button. After you select Make Payment, ezyVet shows a dialog box that you can use to receive payment:

Receive payment directly from a payment record

ezyVet keeps payment records in the Financial primary tab:

After you select a payment record, ezyVet shows payment methods and related settings that you can use to receive a payment:

You can also use the Financial tab to make a payment record and receive a payment at the same time.

Automatically receive payment after you approve an invoice

ezyVet usually shows a New Payment dialog box after you approve an invoice. The dialog box shows payment methods and related settings that you can use to receive a payment:

Note: A practice manager can configure ezyVet to not automatically receive a client payment after you approve an invoice.

Receive a payment directly from a contact record

Contact records have a New Payment button:

After you select the button, ezyVet shows a dialog box with payment methods and related settings that you can use to receive a payment: