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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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Invoicing configuration

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Invoice approvals when product prices are less than cost prices

A product of an unapproved invoice can have a price that is less than the product’s cost price. ezyVet has a user account permission that you can use to control approval of an invoice that has this condition. If a staff member does not have the permission, they cannot approve the invoice.

The applicable user account permission is Financial > Sell Below Cost:
The Financial > Sell Below Cost user account permission
ezyVet has a system setting that controls the function of the Financial > Sell Below Cost user account permission. The system setting is Have Minimum Markup Check:
The Have Minimum Markup Check setting
If you set Have Minimum Markup Check to No, ezyVet shows the Financial > Sell Below Cost permission in the Permissions tab of a staff member’s user account. But if you set Have Minimum Markup Check to Yes:
  • ezyVet does not show the Financial > Sell Below Cost permission in the staff member's user account settings
  • Shows a % Minimum Markup Required box in the staff member's user account settings
Figure 1. The % Minimum Markup Required box

The % Minimum Markup Required box

Use the % Minimum Markup Required box to enter the minimum markup percentage that a product must have before the staff member can approve the invoice.

Parent topic: Invoicing configuration
Related concepts
  • How ezyVet calculates the discount that it sets for fixed-price product bundles
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
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
  • How ezyVet calculates the discount that it sets for fixed-price product bundles
  • Invoice record maintenance

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