Record a payment for an invoice of a wellness plan membership
Make sure that your user account has the necessary permissions.
- Select Reporting.
- Select Wellness Outstanding Payments.ezyVet shows the report settings:Trouble: If ezyVet does not show Wellness Outstanding Payments, your user account does not have the Wellness Outstanding Payments report permission. Contact your practice manager.
- 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.