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ezyVet

Getting started

Clients

Patients

Appointments

Products

Veterinary care

Invoicing

Getting started

Service fees

Price adjustment reasons

The not-ready-for-billing condition of invoices

Price adjustment rules

Medication invoicing

Diagnostics invoicing

Wellness plan invoicing

Print invoices

Find and show invoice information

Send clients messages about invoices

Recurring invoices

Interest charges

Tax

Sales templates

Estimates

Statements

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 approvals when product prices are less than cost prices

Invoice record maintenance

Troubleshooting for invoicing

Payments

Refunds

Financial controls

Xero

Insurance

Document management

File attachments

Printing

Electronic signatures

Inventory

Staff management

ezyVet administration

Reference information

Customer support information

Release notes

Glossary

ezyVet for partners

Content for testing

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

IDEXX SmartFlow

ezyVet Connect

Knowledge Center: New and published

Pilot features

Set the email template that ezyVet uses for invoices

A practice manager can set the email template that ezyVet automatically uses for invoices that staff use email to send.

To set the email template, do this procedure.

Note: Staff can set an email template for invoices in their user account settings. The email template that staff set in their user account settings overrides the email template that a practice manager sets with this procedure.

Select Admin.
In the settings list, select Templates.
Select Template Settings.
Select Financial Settings.
In the Invoice box of the Other Templates (Email) section, select the applicable email template.
Select Save.
ezyVet shows a confirmation message: