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Configure templates for Windcave remote payments

A Windcave remote payment uses a related remote payment link. To send remote payment links, ezyVet uses email or SMS messages. A practice manager must configure the necessary templates that ezyVet uses to send the link.

To configure the templates, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Financial Settings.
    The Financial Settings tab
  4. In the Remote Payment Templates section, set SMS and Email to the applicable templates.
    The settings for the email template and SMS template of the remote payment link
  5. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the configured templates. The remote payment link that a client receives shows the content of the templates.