About automatic payment allocations
ezyVet usually does payment allocation automatically. For example, after you approve an invoice, you can immediately receive a payment for it. After you receive the payment, ezyVet automatically enters the correct payment allocation quantity for the invoice.
ezyVet has a system setting that controls automatic payment allocation. The setting is
Automatically Allocate Financials From Credits or Payments Upon Invoice
Approval:
If you set Automatically Allocate Financials From Credits or Payments Upon
Invoice Approval to Yes:
- ezyVet automatically calculates the payment allocation quantity that is sufficient to pay the invoice
- ezyVet automatically puts the payment allocation quantity in the Allocation box of the payment record
If you set Automatically Allocate Financials From Credits or Payments Upon
Invoice Approval to No, staff must manually enter
a payment allocation quantity in the Allocation box after they
approve an invoice.
Note: The default setting of Automatically Allocate
Financials From Credits or Payments Upon Invoice Approval is
Yes.