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Send an invoice to a client that has a remote payment link

To do a remote payment, you must send a remote payment link to a client. A practice manager can configure an email template so that it automatically shows a remote payment link. As a result, you can send one email that has both the invoice information and a remote payment link. The client uses the remote payment link to make the payment fully online.

  • Make sure that a practice manager configured a payment integration
  • Make sure that a practice manager configured an email template
  • Make sure that you approved the applicable invoice record
To send an invoice, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Invoices.
    The Invoices setting
    The left sidebar shows the invoice records of your site.
  3. Find and select the applicable invoice.
    ezyVet shows the settings of the invoice.
  4. Make sure that the invoice information is correct.
  5. Select Send Email.
    The Send Email button
    ezyVet shows the New Communication dialog box.
  6. Make sure that the Email Template box has the correct template.
  7. Select Send.
    The Send button
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet sends the email to the client. The client can use the remote payment link of the email to make the payment fully online.