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    Payments

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        Windcave remote payments

        • About Windcave remote payments

        • General steps to configure and use Windcave remote payments

        • Do a Windcave remote payment

        • Send a Windcave remote payment link again

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

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          Configuration of Windcave remote payments

          • Configure templates for Windcave remote payments

          • Configure a payment method for Windcave remote payments

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        Windcave hosted payments

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  3. Payments
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  5. Windcave
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  7. Windcave remote payments
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  9. Configuration of Windcave remote payments

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Configuration of Windcave remote payments

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Configure a payment method for Windcave remote payments

For correct operation of Windcave remote payments, a practice manager must configure a dedicated payment method.

  • You must have a Windcave account
  • Your ezyVet site must have a configured integration for Windcave hosted payments
To configure the payment method, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Financial.
    The Financial setting in the settings list
  3. Select Payment Methods.
    The Payment Methods setting
    ezyVet shows a New Payment Method screen.
  4. In the Name box, enter a name for the payment method.
    Tip: Enter a name that helps staff know that the payment method is for remote payments. For example, you could enter Windcave remote payment.
  5. Set Method to Remote Payment.
    The Remote Payment setting
  6. In the Hosted Payment Integration box, select the applicable integration for Windcave hosted payments.
  7. Use the Remote payment link duration in days box to enter the time before remote payment links are expired.
    Note: ezyVet automatically and permanently disables the remote payment link and the related payment record after the period that you enter in this box. After ezyVet disables the link and the record, you cannot use them again.
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a dedicated payment method for remote payments.
Parent topic: Configuration of Windcave remote payments
Related tasks
  • Configure templates for Windcave remote payments

Procedure
ezyVet
Practice manager

Last updated: August 9, 2024

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Related Articles:

  • Configuration of Windcave remote payments
  • Configure templates for Windcave remote payments

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