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Vetsource Payments Standalone Platform

How to collect a payment

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 choose a payment method. It is rec…

Updated by Lynn Jansheski

Transaction statuses and management

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 processed at the top of the list. The C…

Updated by Lynn Jansheski

Monthly statements

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 statement PDF by selecting the desire…

Updated by Lynn Jansheski

How to log in

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 you were provided with an access…

Updated by Lynn Jansheski

End of day reconciliation

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 total sales, charges, and refund…

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 refund a transaction

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 to refund field. Select a Reason…

Updated by Lynn Jansheski

How to send a Pay by Link request

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 choose a payment method. It is rec…

Updated by Lynn Jansheski

Associate Client with Payment feature benefits

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 information, and improving reconciliati…

Updated by Lynn Jansheski

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