Some insurance integrations can use a payment method or a credit note to receive an insurance benefit. A practice manager can configure a dedicated payment method for the applicable insurance integration.

1. Select Admin.
   
2. In the settings list, select Financial.
   
3. Select Payment Methods.
   
   ezyVet shows a New Payment Method screen.
4. In the Name box, enter a name for the payment method.
   Note: Enter a name that makes it easy for staff to know that the payment method is for an insurance integration. For example, enter Trupanion or Petsure.
5. In the Associated Account box, select the applicable account.
   
6. Set Type to Bank.
   
7. Make the remaining settings as necessary.
8. Select Save.
   
   ezyVet shows a confirmation message: