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    ezyVet

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      Invoicing

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        Invoicing configuration

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

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Invoicing configuration

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Configure the invoice column sequence and columns that invoices automatically show

ezyVet has an initial set of invoice columns that it automatically shows in the invoicing screen. If necessary, a practice manager can change the columns shown and their sequence.

To change the columns shown and their sequence, do this procedure.
Note: This procedure does not change the columns of a printed invoice. The procedure is applicable to the invoicing screen only.
Note: The changes that you make are not mandatory for staff. They can change the invoice column sequence and for all invoices of their user account. And they can change the columns that all invoices of their user account show.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Record Properties.
    The Record Properties setting
  4. Select Properties: Invoice Item.
    The Properties: Invoice Item setting
    ezyVet shows the properties of invoice columns.
  5. To change the default sequence of a column, drag the handle that is adjacent to the applicable column.
    The handle that is adjacent to an applicable column
  6. To show or hide a column, select or clear the checkbox that is adjacent to the applicable column.
    The checkbox that is adjacent to an applicable column
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:

The invoicing screen for all new staff who sign in to your ezyVet site shows the invoice columns and the column sequence.
Parent topic: Invoicing configuration
Related concepts
  • How ezyVet calculates the discount that it sets for fixed-price product bundles
  • Invoice approvals when product prices are less than cost prices
Related tasks
  • Set the email template that ezyVet uses for invoices
  • 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
Related information
  • Invoice rounding
  • Invoice record maintenance
Procedure
ezyVet
Practice manager

Last updated: August 9, 2024

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Related Articles:

  • Invoicing configuration
  • Invoice rounding
  • Set the email template that ezyVet uses for invoices
  • 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
  • Invoice record maintenance

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