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Invoicing

Wellness plan invoicing

Record a payment for an invoice of a wellness plan membership

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Make sure that your user account has the necessary permissions.

To record a payment for an invoice of a wellness plan membership, do this procedure.

Select Reporting.
Select Wellness Outstanding Payments.
ezyVet shows the report settings:
Use the Up Until Date Filter box to select the most recent date that the report uses to show the applicable invoices.
If necessary, use the Default Payment Method box to select the payment method that the report uses to show the applicable invoices.
If necessary, use the Department/BU box to select the applicable department or business unit that the report uses to show the applicable invoices.
If necessary, use the Filter By Wellness Plans setting to select the wellness plan that the report uses to show the applicable invoices.
Select Show Outstandings.
ezyVet shows the applicable unpaid invoices.
Select the applicable invoice.
If necessary, use the Override Payment Method setting to select a different payment method that ezyVet will use to record the payment.
Select Pay Invoices.