Applying Payment(s) in a Client Record
Payments can be applied to invoices at the visit record or client record. SpecVet offers these two locations to make it easy to manage invoices and payments.
Most of the transactions occur within the context of a visit so SpecVet allows payments to be applied at the visit record. However there are times managing payments outside of visit is easier and makes more sense (non visit invoices, applying credit invoices etc)
Navigate to the desired Client record and select "Payments" Tab and "Add New Payment" Sub Tab
Applying payments is very easy in 3 steps.
- Select one or multiple invoices (SpecVet totals them for you). Use this amount or enter in a different amount
- Select payment type and cash drawer used
- Enter in an optional reference number such as check # or CC transaction #