Get started with your Vetsource Payments solution

To begin, you need to create an account to access our training modules. Click on the "Start lessons now" button to create your free account. Each learner should have their own account for the best experience. This training will teach you everything you need to know to use your standalone Payments platform in the practice. You will learn how to process transactions, send pay-by-link requests, process refunds, complete reconciliations, view monthly statements, and more.

Course curriculum

    1. How to log in

    2. How to process a payment

    3. How to process a manual card entry payment

    4. Associating a client with a payment + saving a card on file

    5. Processing a pay-by-link transaction

    6. Managing pending and expired pay-by-link requests

    7. Transaction statuses and management

    8. How to process a refund

    1. Closing & exporting the end-of-day reconciliation

    2. How to receive your monthly statements

Vetsource Payments - Standalone Platform Training

  • Free
  • 10 lessons
  • 0.5 hours of video content