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Set an interest charge rate for a client

If necessary, you can set an interest charge rate for a client. The interest charge rate of a client overrides the interest charge rate that a practice manager configures for an ezyVet site.

Make sure that your user account has the necessary permissions.
To set an interest charge rate for a client, do this procedure.
  1. Select Contacts.
    The Contacts tab
  2. Select the applicable client contact record.
  3. Select Options.
    The Options tab
  4. Set Charge Interest to Yes.
    The Charge Interest setting
  5. Clear the Default checkbox of the Interest Rate (%p.a) setting.
    The Interest Rate (%p.a) setting
  6. In the Interest Rate (%p.a) box, enter the applicable interest rate.
    The Interest Rate (%p.a) box
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet uses the interest charge rate of the contact record for interest charges.