New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • expand_more

      Payments

      • expand_more

        Payment terms

        • Set a client's payment terms

  • Vello

  • ezyVet Scan

  • ezyVet Go

  • Vet Radar

  • ezyVet Data Lake

  • IDEXX SmartFlow

  • ezyVet Connect

  • Knowledge Center: New and published

  • Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Payments
  6. arrow_right
  7. Payment terms

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Payment terms

chevron_right

Set a client's payment terms

To help keep accurate financial records, it is important to set the correct payment terms of each client.

To set the payment terms, do this procedure.
Note: Use the Records dashboard tab to set the payment terms of many clients at the same time.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. In the left sidebar, find and select the applicable client contact record.
    ezyVet shows settings and information of the contact record.
  3. Select Options.
    The Options tab
  4. In the Customer Payment Terms box, select the applicable payment terms.
    The Customer Payment Terms
  5. Select Save.
    The Save button
    ezyVet shows a confirmation message:

The client has the payment terms.
Parent topic: Payment terms
Related tasks
  • Set the payment terms of many clients
Related information
  • Payment terms configuration
Procedure
ezyVet

Last updated: August 1, 2024

chevron_leftchevron_right

Related Articles:

  • Payment terms
  • Set the payment terms of many clients
  • Payment terms configuration

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in