How to receive payments
ezyVet has many possible methods that you can use to receive a client payment.
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 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
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
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.
The New Payment 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:
