Do a Windcave remote payment
To do a Windcave remote payment, you must send a remote payment link to a client. The client uses the remote payment link to make the payment fully online.
Your site must have the necessary configuration for Windcave remote payments.
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 remote payment method.The image that follows shows an example remote payment method. The method name is Remote Payment. Your site could have a different name for the remote payment method.
- Select Save.ezyVet shows the Online Payment Request Options dialog box:The box shows:
- The available message types that you can use to send the link
- The phone number and email address of the client
- The remote payment link (in the Request Link box)
- Do a check of the information, then select CONFIRM AND SEND.ezyVet shows a confirmation message:
ezyVet shows the payment in the Pending Payments section of the Financial tab of the client's contact record:
- The client receives and selects the payment link
- The client's web browser opens a page that shows the payment quantity and necessary payment information
- The client enters the necessary payment information (for example, their credit card information)
- The client selects the SUBMIT button in the browser page
- The client receives an email receipt in an email that they use to enter an electronic signature
Note: The client must make the payment in the period that a practice manager set in the Remote payment link duration in days setting of the payment method.
If the client payment is correct:
- ezyVet does the necessary payment allocations
- ezyVet shows the completed payment record in the Payments section of the Financial primary tab