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    ezyVet

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      Invoicing

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        Getting started

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        Service fees

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        Price adjustment reasons

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        The not-ready-for-billing condition of invoices

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        Price adjustment rules

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        Medication invoicing

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        Wellness plan invoicing

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        Print invoices

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        Invoicing configuration

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          Invoice rounding

          • Invoice rounding methods

          • Configure automatic rounding for all invoices

          • Configure automatic rounding for invoice line items

        • 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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      Payments

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      Financial controls

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  3. ezyVet
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  5. Invoicing
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  7. Invoicing configuration
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  9. Invoice rounding

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Invoice rounding

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Configure automatic rounding for invoice line items

A practice manager can configure a new price adjustment rule to do automatic rounding of invoice line items.

To configure the price adjustment rule for line item rounding, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
  3. Select Price Adjustment Rules.
    The Price Adjustment Rules setting
    ezyVet shows a New Price Adjustment screen.
  4. In the Rule Name box, enter a name for the price adjustment rule.
  5. Set Type of Adjustment to Apply to Rounding Invoice Line.
    The Type of Adjustment to Apply setting
  6. Use the Round Invoice Line settings to select the direction of the rounding and the rounding quantity.
    The Round Invoice Line settings
  7. If you want to include service fees in the rounding, set Service Fee to Service Fee Included.
  8. Use the filters to select the applicable conditions for the rounding.
    The filters of the price adjustment rule
    Note: For example, you can use the filters to make the rounding applicable to a product or client.
    Tip: The filters have almost the same function as the filters in the Records dashboard tab.
  9. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet automatically rounds the total value of applicable line items of invoices.
Parent topic: Invoice rounding
Related concepts
  • Invoice rounding methods
Related tasks
  • Configure automatic rounding for all invoices

Procedure
ezyVet
Practice manager

Last updated: August 5, 2024

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Related Articles:

  • Invoice rounding
  • Invoice rounding methods
  • Configure automatic rounding for all invoices

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