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Vetsource Payments Standalone Platform

​What's new with Vetsource Payments? (Standalone)

Feature Highlight... Enhanced Security to Secure Your Financial Assets | January 2025 This optional platform feature is crucial for protecting your financial data. Enhanced Security allows administra…

Updated by Lynn Jansheski

How to process a payment

Click below to learn by video 🎥 From the Collect payment tab, input the amount to be charged in the Amount due field. Add any alphanumeric value up to 50 characters in the Invoice Number field and ch…

Updated by Lynn Jansheski

Transaction statuses and management

Click below to learn by video 🎥 To view the Transactions list, select the Transactions tab on the left sidebar. The default view is the current day's transactions with the most recent payment process…

Updated by Lynn Jansheski

Monthly statements

Click below to learn by video 🎥 Monthly statements are generated on the 6th business day of the month for the prior month and are always available from the Statements tab. Download your monthly state…

Updated by Lynn Jansheski

How to log in

Click below to learn by video 🎥 To access Vetsource Payments, click the link associated with your account type. If you were provided with a 6-digit account ID and password, choose Practice Home. If y…

Updated by Lynn Jansheski

End of day reconciliation

Click below to learn by video 🎥 To review the practice totals and close the daily Payment Reconciliation Report , navigate to the Reconciliation tab. This report provides a breakdown of the practice…

Updated by Lynn Jansheski

How to save and use a card on file

To save a card on file , The Associate Client with Payment feature on the Collect Payment tab is required. Search for or add a new client. Choose Cards & e-Wallets. Toggle the " S ave this card for f…

Updated by Lynn Jansheski

How to save a card via Pay by link

To save a card on file , The Associate Client with Payment feature on the Collect Payment tab is required. Search for or add a new client. Choose Cards & e-Wallets. Toggle the " S ave this card for f…

Updated by Lynn Jansheski

How to refund a transaction

Click below to learn by video 🎥 To process a refund, select the 3 vertical dots to the right of the transaction line and choose Refund.. To process a partial refund, adjust the amount in the Amount t…

Updated by Lynn Jansheski

How to send a Pay-by-link request

Click below to learn by video 🎥 From the Collect payment tab, input the amount to be charged in the Amount due field. Add any alphanumeric value up to 50 characters in the Invoice Number field and ch…

Updated by Lynn Jansheski

Associate Client with Payment feature benefits

Click below to learn by video 🎥 While associating a client with a payment is optional, utilizing this feature offers several key benefits, such as saving cards on file, auto-populating client informa…

Updated by Lynn Jansheski

Enhanced Security

Log in. To access Vetsource Payments, click the link associated with your account type. Practice Home Affiliate Practice. Enter your Account ID or Practice Code and click Continue.. Your account ID o…

Updated by Lynn Jansheski

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