Receive a payment with CareCredit (in-person method)

After a practice manager configures the CareCredit integration, you can use it to quickly and easily receive payment from a client who is at your organization.

Make sure that your ezyVet site has a configured integration for CareCredit
Make sure that your site has a configured payment method for CareCredit
Make sure that the client has a CareCredit account

To receive a payment, do this procedure.

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 payment method for CareCredit.
In the Payment box, enter the payment quantity.
Select Pay.
ezyVet shows a CareCredit window.

Note: If ezyVet does not show a CareCredit window, disable the pop-up blocker of your web browser.
Select Submit a Purchase Transaction Now.
Select Next.
Do a check of the client and payment information, then select Search.
The Matching Accounts section of the window shows CareCredit accounts of the client.
Select the applicable account, then continue the remaining steps in the CareCredit window.
When the payment is completed, close the CareCredit window.

Tip: Before you close the window, you can print a receipt, save the receipt as a PDF document, or send it to the client.

ezyVet makes a record for the payment and sets the record status to accepted.

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Receive a payment with CareCredit (in-person method)

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Receive a payment with CareCredit (in-person method)

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