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        Getting started

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        Service fees

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        Invoicing configuration

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          Invoice rounding

        • Set the email template that ezyVet uses for invoices

        • Configure the invoice column sequence and columns that invoices automatically show

        • Configure the time that ezyVet does automated invoices

        • Configure ezyVet to automatically make invoices from estimates

        • Configure invoice subtotals to automatically include tax

        • Change the templates that ezyVet automatically uses for new invoices

        • Configure the time range that ezyVet uses to add billing trigger products to invoices

        • Configure ezyVet to set invoice dates to the date of invoice approval

        • Let staff change line item comments of locked invoices

        • How ezyVet calculates the discount that it sets for fixed-price product bundles

        • Invoice approvals when product prices are less than cost prices

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          Invoice record maintenance

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        Troubleshooting for invoicing

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  7. Invoicing configuration

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Invoicing configuration

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Configure invoice subtotals to automatically include tax

A staff member can set each invoice to show a tax-inclusive or tax-exclusive subtotal. But a practice manager can configure all invoices to automatically show tax-inclusive subtotals.

Make sure that your site has an applicable configured tax rate.
To configure tax-inclusive subtotals for all invoices, do this procedure.
  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 Tax.
    The Tax tab
  5. Set Invoices Include TAX by Default to Yes.
    The Invoices Include TAX by Default setting
    Note: To configure invoices to not automatically include tax, set Invoices Include TAX by Default to No.
  6. Set Default Tax Rate to the tax rate that ezyVet will automatically use.
    The Default Tax Rate setting
  7. If applicable, make the remaining settings (for example, the tax rounding).
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

When a staff member makes an invoice, it automatically includes tax.
Parent topic: Invoicing configuration
Related concepts
  • Invoice approvals when product prices are less than cost prices
Related tasks
  • Set the email template that ezyVet uses for invoices
  • Configure the invoice column sequence and columns that invoices automatically show
  • Configure the time that ezyVet does automated invoices
  • Configure ezyVet to automatically make invoices from estimates
  • Change the templates that ezyVet automatically uses for new invoices
  • Configure the time range that ezyVet uses to add billing trigger products to invoices
  • Configure ezyVet to set invoice dates to the date of invoice approval
  • Let staff change line item comments of locked invoices
Related information
  • Invoice rounding
  • Invoice record maintenance
  • How ezyVet calculates the discount that it sets for fixed-price product bundles

Procedure
ezyVet
Practice manager

Last updated: May 16, 2024

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Related Articles:

  • Invoicing configuration
  • Invoice rounding
  • Set the email template that ezyVet uses for invoices
  • Configure the invoice column sequence and columns that invoices automatically show
  • Configure the time that ezyVet does automated invoices
  • Configure ezyVet to automatically make invoices from estimates
  • Change the templates that ezyVet automatically uses for new invoices
  • Configure the time range that ezyVet uses to add billing trigger products to invoices
  • Configure ezyVet to set invoice dates to the date of invoice approval
  • Let staff change line item comments of locked invoices
  • How ezyVet calculates the discount that it sets for fixed-price product bundles
  • Invoice approvals when product prices are less than cost prices
  • Invoice record maintenance

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