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Change the staff member of many invoice line items

Use the invoicing screen to change the staff member of many line items at the same time. Thus, it is not necessary to change the staff member of each line item each time.

  • Make sure that the applicable invoice is unapproved
  • Make sure that you have the Financial > Invoice > Change Staff Member permission
To change the staff member, do this procedure.
  1. Open the applicable invoice.
  2. Select the checkbox of each applicable line item.
    The checkbox of each applicable line item
    Tip: To select all line items, select the checkbox that is adjacent to Product:
    The checkbox that is adjacent to Product
    Note: These types of line items do not show a checkbox:
    • The line item of a service fee
    • The line items of products of a product bundle
  3. Select Change Staff Member.
    The Change Staff Member button
    ezyVet shows the Change Staff Member dialog box.
  4. In the Staff Member box, select the applicable staff member.
    The Staff Member box
  5. Select Save.
    The SAVE button
    Note: If you accidentally changed to an incorrect staff member, right-click the record tab of the invoice, then select Refresh.
    The Refresh command
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:
    An Invoice saved message
The line items have the staff member.