home

Browse documentation

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

Configure PDF invoices to show surcharge information

If your organization uses surcharges for payment integrations, a practice manager can configure PDF invoices to show surcharge quantities for related payment methods.

Contact customer support for PayJunction or Windcave to activate surcharges.
To configure the invoices, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Financial Settings.
    The Financial Settings tab
  4. In the Default Templates section, double-click the Invoice box.
    ezyVet shows your organization's document template for printed invoices.
  5. Select Source.
    The Source button
  6. In the template content, put the cursor at the location that you want invoices to show surcharge information.
  7. Enter the applicable template variables.
    Note: This table gives the applicable template variables and their function:
    Template variable to enterFunction
    {{ invoice.surchargeAmount }}
    Enter only if you selected Use New Templating Engine in the document template settings:
    The Use New Templating Engine setting
    Shows the surcharge quantity.
    {{ invoice.paymentMethodsIncludingSurcharge }}

    Enter only if you selected Use New Templating Engine.

    Shows the payment methods that have a surcharge.
    {InvoiceSurchargeAmount}

    Enter only if you did not select Use New Templating Engine.

    Shows the surcharge quantity.
    {invoicePaymentMethodsIncludingSurcharge}

    Enter only if you did not select Use New Templating Engine.

    Shows the payment methods that have a surcharge.
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

When staff make an invoice as PDF or print an invoice, the invoice shows surcharge information. This image is an example of surcharge quantity (1) and payment method (2) shown in an invoice:
An example of surcharge quantity and payment method shown in an invoice