Receive a payment with CareCredit (in-person method)
After a practice manager configures the CareCredit integration, you can use it to quickly and easily receive payment from a client who is at your organization.
- Make sure that your ezyVet site has a configured integration for CareCredit
- Make sure that your site has a configured payment method for CareCredit
- Make sure that the client has a CareCredit account
Note: ezyVet has different methods that you can use to receive a payment. For example:
- You can select the New Payment button of a clinical record
- You can select the New Payment button of a contact record
- You can select the Make Payment button in the invoicing screen with an invoice open
- If a practice manager did the necessary configuration for your site, you can automatically receive a payment after you approve an invoice
The first step of this procedure is the screen or New Payment dialog box that ezyVet shows when you use one of the methods to receive a payment.
- Select the applicable payment method for CareCredit.
- Select Pay.ezyVet shows a CareCredit window.Note: If ezyVet does not show a CareCredit window, disable the pop-up blocker of your web browser.
- Select Submit a Purchase Transaction Now.