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Payments

Payment record maintenance

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ezyVet Knowledge Center: New and published

Pilot features

Deactivate many payment records at the same time

To deactivate many payment records at the same time, a practice manager can use the Records dashboard tab. As a result, it is not necessary to deactivate each payment record each time.

Make sure that your user account has the necessary permissions.

To deactivate the payment records, do this procedure.

Select Dashboard.
Select Records.
ezyVet shows the Records screen.
Set Record Type to Payment.
If necessary, set applicable filters that ezyVet uses to show the records.
Select Show Records.
ezyVet shows the payment records:
Select the applicable records.
Select All or Selected.

Note: To deactivate all records of the search results, select All. To deactivate only the records that you select, select Selected.
Set Action to Payment - Disable.
Select Action.
ezyVet shows a Disable Records dialog box:
Select Disable Payment.
ezyVet shows a confirmation message: