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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.