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Configure ezyVet to make invoices from estimates

A practice manager can configure ezyVet to make an invoice from a source estimate. ezyVet makes the invoice when a staff member changes the status of an estimate to Accepted.

To make the necessary configuration, do this procedure.
Note: ERROR - unresolved reference (ezyvet-make-an-invoice-from-an-estimate-1)
  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:
    A Record Saved Successfully message
After a staff member changes the status of an estimate to Accepted, ezyVet can make an invoice from the estimate.