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After you change an estimate to the Accepted status, ezyVet does not make an invoice

ezyVet does not have the necessary configuration

Do the necessary configuration

A practice manager or a person with the necessary administrator permissions must do these steps.

  1. Select Admin.
    The Admin tab
  2. In the settings list, select Financial.
    The Financial setting in the settings list
  3. Select Financial Settings.
    The Financial Settings setting
  4. Select Receivables.
    The Receivables tab
  5. Set When an estimate gets accepted, generate a to Invoice.
    The When an estimate gets accepted, generate a setting
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message: