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The Wellness Outstanding Payments report

The Wellness Outstanding Payments report shows a list of unpaid wellness plan membership invoices and information about the wellness plan. You can use the report to send invoices and record payments.

Use the Wellness Outstanding Payments report to do these tasks:
  • Find unpaid invoices of your clients' wellness plan memberships
  • Send invoices for wellness plan memberships to your clients
  • Record client payments of the invoices for wellness plan memberships
  • Export information about the invoices and payments of wellness plan memberships to a CSV file
Note: ezyVet automatically makes the invoices of wellness plan memberships. But ezyVet does not send the invoices automatically. You must use the Wellness Outstanding Payments report to send the invoices.
Note: To use the Wellness Outstanding Payments report, you must have the Wellness Outstanding Payments report permission:
The Wellness Outstanding Payments report permission