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        Payment configuration and tasks

        • Configure ezyVet to not automatically receive client payment after invoice approval

        • Configure a surcharge for a payment method

        • Set a payment surcharge product for a site

        • Configure ezyVet to show or hide optional settings after staff receive a client payment

        • Disable a payment method

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Payment configuration and tasks

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Set a payment surcharge product for a site

Before a practice manager can set a surcharge for a payment method, they must set a payment surcharge product for the site. ezyVet uses the payment surcharge product to make invoices for the surcharge quantity.

Make sure that your site has an applicable payment surcharge product.
To set a payment surcharge product, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Financial.
    The Financial setting in the settings list
  3. Select Financial Settings.
    The Financial Settings setting
  4. Select Payments.
    The Payments tab
  5. In the Default Payment Surcharge Product box, select the applicable payment surcharge product.
    The Default Payment Surcharge Product box
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the payment surcharge product.
Parent topic: Payment configuration and tasks
Related tasks
  • Configure ezyVet to not automatically receive client payment after invoice approval
  • Configure a surcharge for a payment method
  • Configure ezyVet to show or hide optional settings after staff receive a client payment
  • Disable a payment method

Procedure
ezyVet
Practice manager

Last updated: May 16, 2024

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Related Articles:

  • Payment configuration and tasks
  • Configure ezyVet to not automatically receive client payment after invoice approval
  • Configure a surcharge for a payment method
  • Configure ezyVet to show or hide optional settings after staff receive a client payment
  • Disable a payment method

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