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          • Set the number of line items for new sales template

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Sales templates

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Sales template configuration

Before you can use sales templates and template products correctly, a practice manager must do the necessary configuration.

  • Set the number of line items for new sales template
  • Make a sales template for invoices or estimates
  • Make a sales template for clinical procedures
  • Make a template product
  • Configure a clinical procedure record with a template product
Parent topic: Sales templates
Related concepts
  • Sales templates and clinical records
  • Sales templates and product price changes
Related information
  • Sales template troubleshooting
  • About sales templates

ezyVet
Practice manager

Last updated: October 31, 2024

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Related Articles:

  • Sales templates
  • About sales templates
  • Sales templates and clinical records
  • Sales templates and product price changes
  • Sales template troubleshooting
  • Set the number of line items for new sales template
  • Make a sales template for invoices or estimates
  • Make a sales template for clinical procedures
  • Make a template product
  • Configure a clinical procedure record with a template product

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