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ezyVet

Invoicing

Getting started

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Pilot features

If an emailed invoice includes a remote payment link, clients can easily make payment directly from the invoice.

Make sure that a practice manager configured an applicable payment integration (for example, PayJunction or Windcave)
Make sure that a practice manager configured an email template to use remote payments
Make sure that you approved the applicable client invoice

To send an invoice, do this procedure.

Select Financial.
Select Invoices.
The left sidebar shows the invoice records of your site.
Find and select the applicable invoice.
ezyVet shows invoice settings and information.
Make sure that the invoice information is correct.
Select Send Email.
ezyVet shows a New Communication dialog box.
Make sure that the Email Template box has the correct template.
Select Send.
ezyVet shows a confirmation message: