Change the expiration period for new estimates
After a practice manager changes the expiration period, new estimates use the changed expiration period. For example, a practice manager can configure new estimates to automatically have an expiration date that is 90 days after staff make them.
Note: ezyVet's standard expiration period for new estimates is 30 days. Thus, if you do not change the period, new estimates automatically have an expiration date that is 30 days after staff make them.
Note: If you change the expiration period for new estimates, ezyVet does not change expiration dates of estimates that staff previously made.
- Select Admin.
- In the settings list, select Financial.
- Select Financial Settings.
- Select Receivables.
- Go to the Receivables section.
- In the Default estimate expiry (days) box, enter the expiration period that you want new estimates to use.If you enter 90 in the Default estimate expiry (days) box, each new estimate has an expiration date that is 90 days after you make it.
- Select Save.ezyVet shows a confirmation message: