Client account balances in ezyVet
A client contact record in ezyVet can show different account balance values. The values identify account balance information about the client.
An account balance value can change after you do clinical work and financial work for a client. For example, a refund can cause the account balance value to change.
An account balance shows as:
- The Current Balance value in the contact record sidebar for a client
- A value that is adjacent to the Client box of an invoice shown in ezyVet's invoicing screen
Note: Clients cannot get access to their account balance information directly in ezyVet.
Current Balance values
Current Balance can show different values. This table gives each possible value and information about it:
| Value | Information |
|---|---|
| Current Balance shows $0.00 | The client:
|
| Current Balance shows a negative value | The client has an account credit that they can use. For example, a client could have an account credit if they make a deposit for a clinical procedure. |
| Current Balance shows a positive value | The client owes the value shown. For example, if Current Balance shows $250.00, the client owes $250.00. |
Pending values
If the contact record sidebar for a client shows a Pending value, ezyVet has one or more invoices that are not approved for the client. After you approve an applicable invoice, ezyVet:
- Subtracts the total value of the invoice from the Pending value shown
- Adds the total value of the invoice to the Current Balance shown
Tip: If a contact record does not show changes immediately, right-click the record tab of the contact record. Then, select Refresh.
