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      Getting started

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      Clients

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      Products

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      Veterinary care

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      Invoicing

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        Getting started

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        Service fees

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        Price adjustment reasons

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        The not-ready-for-billing condition of invoices

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        Price adjustment rules

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        Medication invoicing

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        Diagnostics invoicing

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        Wellness plan invoicing

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        Print invoices

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        Find and show invoice information

        • Reports and methods to find financial information

        • Invoice search of the left sidebar

        • Find not-ready-for-billing invoices (invoicing screen method)

        • Find not-ready-for-billing invoices (Records dashboard tab method)

        • Find unapproved invoices (invoicing screen method)

        • Find unapproved invoices (Records dashboard tab method)

        • Find disabled invoices

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          Find invoiced products and related product information

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          The Invoice Revenue By Group report

        • The Invoice/Credit Summary report

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        Send clients messages about invoices

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        Sales templates

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        Invoicing configuration

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        Troubleshooting for invoicing

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      Payments

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      Refunds

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      Financial controls

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  5. Invoicing
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Find and show invoice information

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Find unapproved invoices (Records dashboard tab method)

It is important to know which invoices are unapproved. The Records dashboard tab is one method that you can use to find unapproved invoices.

To find unapproved invoices, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Invoice.
    The Invoice record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Approved.
    The Approved filter
  6. Set the Approved filter to No.
    the Approved filter to set to No
  7. Select Show Records.
    The Show Records button
ezyVet shows the unapproved invoices.
Parent topic: Find and show invoice information
Related concepts
  • Reports and methods to find financial information
  • Invoice search of the left sidebar
  • The Invoice/Credit Summary report
Related tasks
  • Find not-ready-for-billing invoices (invoicing screen method)
  • Find not-ready-for-billing invoices (Records dashboard tab method)
  • Find unapproved invoices (invoicing screen method)
  • Find disabled invoices
Related information
  • Find invoiced products and related product information
  • The Invoice Revenue By Group report
Procedure
ezyVet

Last updated: April 16, 2024

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Related Articles:

  • Find and show invoice information
  • Reports and methods to find financial information
  • Invoice search of the left sidebar
  • Find not-ready-for-billing invoices (invoicing screen method)
  • Find not-ready-for-billing invoices (Records dashboard tab method)
  • Find unapproved invoices (invoicing screen method)
  • Find disabled invoices
  • Find invoiced products and related product information
  • The Invoice Revenue By Group report
  • The Invoice/Credit Summary report

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