General steps to use Windcave remote payments with invoices
It is important to know the general steps to configure and use Windcave remote payments with invoices that you send from ezyVet.
This table gives each general step and the applicable documentation:
| General step | Task | Documentation |
|---|---|---|
| 1 | A practice manager configures Windcave remote payments. | General steps to configure and use Windcave remote payments |
| 2 | A practice manager configures invoices to a show remote payment links. | Configure PDF invoices to automatically show a remote payment link Configure emailed invoices to automatically show a remote payment link |
| 3 | Staff members send invoices to clients. | Send an invoice to a client that has a remote payment link |