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Find unpaid invoices of wellness plan memberships

To find unpaid invoices of wellness plan memberships, use the Wellness Outstanding Payments report.

To find the unpaid invoices, do this procedure.
  1. Select Reporting.
    The Reporting tab
  2. Select Wellness Outstanding Payments.
    The Wellness Outstanding Payments report
    ezyVet shows the report settings:
    The interface of the Wellness Outstanding Payments report
  3. Use the Up Until Date Filter box to select the most recent date that the report uses to show the applicable invoices.
    The Up Until Date Filter box
  4. If necessary, use the Default Payment Method box to select the payment method that the report uses to show the applicable invoices.
    The Default Payment Method box
  5. If necessary, use the Department/BU box to select the applicable department or business unit that the report uses to show the applicable invoices.
    The Department/BU box
  6. If necessary, use the Filter By Wellness Plans setting to select the wellness plan that the report uses to show the applicable invoices.
    The Filter By Wellness Plans setting
  7. Select Show Outstandings.
    The Show Outstandings button
    ezyVet shows the applicable unpaid invoices.
  8. Select the applicable invoice.
    An applicable unpaid invoice
  9. Select Export to CSV.
    The Export to CSV button
Your browser downloads a CSV file that has the client and invoice information of each wellness plan membership.