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End-of-year tasks

End-of-day reporting

Do a Payment Summary report

The Payment Summary report helps to you monitor the payments received for ezyVet payment methods.

To do the report, do this procedure.

Tip: The Payment Summary report is a good report to use with the End Of Day Wizard for end-of-day reporting.

Select Reporting.
ezyVet shows the reports that are available for you to use.
In the settings list, select Financial.
Select Payment Summary.
ezyVet shows the report settings.
In the Format section, select Excel or CSV.
Use the From and To boxes to select a date range.
If your ezyVet site uses a department configuration, use the For Department/s box to select one.
If you want the report to show data for only one payment method, use the Payment Method to select it.
Make the remaining settings as necessary.
Select Print.
ezyVet downloads the report to your device.