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      Invoicing

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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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  5. Invoicing
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  7. Invoicing configuration

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Invoicing configuration

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

ezyVet uses two general steps to calculate the discount for fixed-price product bundles. At the end of the first general step, ezyVet makes a decision if it necessary to continue to the second general step.

Step 1Copy

During step 1, ezyVet uses the margin that is available for each product to set the necessary discount. ezyVet sets more discount to products that have more margin. For example, a service fee product is all margin and does not have a cost price. Thus, during step 1 ezyVet can set the full discount to the service fee product.

At the end of step 1:
  • If there is a remaining discount that ezyVet can set, ezyVet continues to step 2
  • If there is no remaining discount, ezyVet does not continue to step 2

If ezyVet does not continue to step 1, the result is the total discounted value of the fixed-price product bundle.

Step 2Copy

During step 2, ezyVet uses the cost price of each product to set the necessary discount.

At the end of step 2, ezyVet calculates the total dollar value of each product. The result is the total discounted value of the fixed-price product bundle.

Parent topic: Invoicing configuration
Related concepts
    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
    • 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
    • Invoice approvals when product prices are less than cost prices

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    ON THIS PAGE

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

      • Step 1

      • Step 2

    ezyVet
    Practice manager

    Last updated: April 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
    • 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
    • Invoice approvals when product prices are less than cost prices
    • Invoice record maintenance

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