A sales template is a financial template that has a set of line items. Each line item has a product and related information (for example, price, discount, and quantity). You can use a sales template to make invoices, estimates, and customer orders.
Figure 1. An example sales template for dental cleaning
Important:ezyVet has many features that help staff to automatically add products to the billing triggers of clinical records. The billing triggers automatically make invoices that have the necessary products, prices, and related information. The billing triggers operate while staff do the applicable clinical tasks (for example, clinical procedures).
ezyVet customer support:
Does not recommend that you use sales templates to directly make invoices
Does not recommend that you use sales templates with the billing triggers of clinical records directly
Sales templates are a good method to calculate the possible costs and product quantities of invoices. But to make the invoices, the recommended method is to only use the ezyVet features that automatically add products to the billing triggers. If you use sales templates and the automatic features, invoices could have duplicated line items.
ezyVet's invoicing screen and estimates screen have an Add Sales Template button. After you select Add Sales Template, ezyVet shows the sales templates that a practice manager configured for your site. After you select an applicable sales template, ezyVet automatically puts the products and related date of the template in the line items of the invoice or estimate.Figure 2. The Add Sales Template button in ezyVet's invoicing screen
After you use a sales template to make an invoice or an estimate, you can change the line items if necessary. For example, you can change a product quantity to a value that is different to what a practice manager initially configured in the sales template.
