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    ezyVet

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      Financial controls

      • Credit limits

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Credit limits

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Set a credit limit for a client

After a practice manager configures a credit limit, you can set the credit limit for clients.

Make sure that your ezyVet site has a configured credit limit.
To set a credit limit, do this procedure.
  1. Select Contacts.
    The Contacts tab
  2. Select the applicable client.
    An applicable contact record for a credit limit.
    ezyVet shows the client’s information.
  3. Go to the General Information section.
    The General Information section
  4. In the Credit Limit Name box, select the applicable credit limit.
    Applicable credit limits
  5. Select Save.
    The Save button
    ezyVet shows a confirmation message:

The client has the credit limit.
Parent topic: Credit limits
Related concepts
  • About credit limits
  • Credit limit statuses
  • Video: Set a credit limit for a client
Related tasks
  • Set a credit limit for many clients
  • Find clients who have a credit limit status
Related information
  • Credit limit configuration
Concepts
  • Credit limit statuses
  • User account permissions for credit limits
  • About credit limits
Procedure
ezyVet

Last updated: July 30, 2024

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Related Articles:

  • Credit limit statuses
  • User account permissions for credit limits
  • About credit limits
  • Credit limits
  • Video: Set a credit limit for a client
  • Set a credit limit for many clients
  • Credit limit configuration
  • Find clients who have a credit limit status

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