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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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        Medication invoicing

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        Print invoices

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        Find and show invoice information

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        Send clients messages about invoices

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        Recurring invoices

        • About recurring invoices

        • Find recurring invoices

        • Find a client's recurring invoices

        • Make a recurring invoice

        • Use a recurring invoice to make an invoice

        • Set the number of line items for new recurring invoices

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        Sales templates

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        Invoicing configuration

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        Troubleshooting for invoicing

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      Payments

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      Financial controls

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  7. Recurring invoices

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Recurring invoices

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Use a recurring invoice to make an invoice

If necessary, you can use a recurring invoice as a source to make an invoice.

  • Make sure that your site has a correctly configured recurring invoice
  • Make sure that you know how to save, approve, and send an invoice
To use a recurring invoice to make an invoice, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Recurring Invoices.
    The Recurring Invoices setting
    ezyVet shows the configured recurring invoices of your site:
    Configured recurring invoices of a site
  3. Select the applicable recurring invoice.
    ezyVet shows information of the recurring invoice:
    A recurring invoice
  4. Select Generate Invoice.
    The Generate Invoice button
    ezyVet shows a new invoice that uses the information of the recurring invoice:
    A new invoice
ezyVet has a new invoice. If necessary, save, approve, and send the new invoice.
Parent topic: Recurring invoices
Related concepts
  • About recurring invoices
Related tasks
  • Find recurring invoices
  • Find a client's recurring invoices
  • Make a recurring invoice
  • Set the number of line items for new recurring invoices
Concepts
  • About recurring invoices

Procedure
ezyVet

Last updated: April 16, 2024

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Related Articles:

  • About recurring invoices
  • Recurring invoices
  • Find recurring invoices
  • Find a client's recurring invoices
  • Make a recurring invoice
  • Set the number of line items for new recurring invoices

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