Methods to receive payments
ezyVet has many possible methods that you can use to receive a client payment.
Use a payment record to receive a payment directly
ezyVet keeps payment records in the
Financial 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 a 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.
Use a contact record to receive a payment directly
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:
