Next Gen - Accounting Settings

Navigation : 

Go to Money Manager >> Accounting Settings.

1> Payment Group : 

Under Payment Group, you will get a list of all the payment group that we have on VETport and if you uncheck any of the payment group, that specific payment group will not appear when you are trying to process/collect payments against invoices.

2> Payment Type: 

Under Payment type, you can opt the payment type that you would like to have while processing payment.
Also, if you wish to to allow any of the payment group and type to be processed under payment gateway, please check the option that Says "Allow Payment Gateway"

3> Gift cards : 

When you click on Create gift cards, you will be asked to enter information as shown below.

Once you enter all the information, you will be able to create a gift card on VETport.

4> Discounts and coupons : 

A> Add Discounts/Coupons : 

Please add all the details in order to create a Discount/Coupons.

B> Status : Will help you activate and deactivate discount/coupons.

C> Action: Will help you edit or change the existing discount/coupons created.

5> Taxation :

Under Taxation, you will be able to add/Setup Category and Sub-Category Taxes for the plan items.

A> Category Tax : 

Click on Category Tax >> Add new for the below page to appear.

Please select a Category from the drop down list, Apply taxes to the categories (Level 1 and Level 2)

B> Sub Category Tax - 

Once you click on Sub Category tax,

A: Select a Category from the Drop down
B: Assign Sub Category tax by clicking the icon under action.

• Related Articles

• Next Gen - How to Go to Clinic Settings?

  Navigation: Click on Setup >> Organization >> Clinics. Once you're on that page, please click on the gear Icon as shown below. Under Clinic settings, you will be provided with option to update all the required information for the clinic to function. ...

• Next Gen - "General" setting for clinic

  Step 1: Go to clinic settings Step 2: Click on "General: 1: This option will help you set the Display Clinic Logo in your "Reports, Statements, Invoices, Education Forms, etc.. 2: It would help your Currency according to your country 3: Set up the ...

• Next Gen - Payment Group

  Navigation :  Go to Money Manager >> Accounting Settings >> Payment Group. Under Payment Group, you will get a list of all the payment group that we have on VETport and if you uncheck any of the payment group, that specific payment group will not ...

• Next Gen - Payment Type

  Navigation:  Go to Money Manager >> Accounting Settings >> Payment Type. Under Payment type, you can opt the payment type that you would like to use while processing payment. Also, if you wish to to allow any of the payment group and type to be ...

• Next Gen - Reminder

  Next Gen- How to set up a Reminder under reminder management? Navigation:  Go to : Preferences >> Reminders  Once you're on this page, you will have the options listed below. 1>>  Search for the Reminder created. 2>> Add reminders (More information ...