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Payments

Payment terms

Set a client's payment terms

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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.

Select Contacts.
ezyVet shows the contact records of your site.
In the left sidebar, find and select the applicable client contact record.
ezyVet shows settings and information of the contact record.
Select Options.
In the Customer Payment Terms box, select the applicable payment terms.
Select Save.
ezyVet shows a confirmation message: