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    ezyVet

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      Getting started

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      Clients

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      Patients

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      Appointments

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      Products

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      Veterinary care

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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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        Price adjustment rules

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        Medication invoicing

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        Diagnostics invoicing

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        Wellness plan 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

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        Interest charges

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        Tax

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        Sales templates

        • About sales templates

        • Sales templates and clinical records

        • Sales templates and product price changes

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          Sales template 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

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          Sales template troubleshooting

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        Estimates

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        Statements

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        Invoicing configuration

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        Troubleshooting for invoicing

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      Payments

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      Refunds

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      Financial controls

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      Xero

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      Electronic signatures

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      ezyVet administration

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      Reference information

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      Release notes

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      Glossary

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    Vello

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  5. Invoicing
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  7. Sales templates
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  9. Sales template configuration

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Sales template configuration

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Make a sales template for invoices or estimates

A practice manager can make a sales template that staff can use for invoices or estimates.

Make sure that your ezyVet site has the necessary products with the correct product data.
To make a sales template to use for invoices or estimates, do this procedure.
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.
  1. Select Financial.
    The Financial tab
  2. Select Sales Templates.
    The Sales Templates setting
    ezyVet shows the New Sales Template screen.
  3. In the Template Name box, enter a name for the sales template.
    Tip: Use a name that makes it easy for staff to identify the sales template. For example, you can put EST- at the start of the name.
  4. If your site uses a department configuration, select the applicable department in the Department box.
    Note: If your site does not use a department configuration, ezyVet does not show the Department box.
  5. In the Item column of a line item, select an applicable product for the sales template.
    The Item column
  6. Set other applicable values for the product (for example, a different price, quantity, or tax rate).
    Tip: ezyVet automatically changes the price of a product that is in a sales template when the price changes in the product's configuration. To set a price that does not change, select the checkbox that is in the padlock column of product's line item:
    The padlock column of a sales template's line items
  7. If necessary, select the green plus button and do steps 5 thru 6 again to add more products.
    The green plus button
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a configured sales template that staff can use with invoices and estimates.
Parent topic: Sales template configuration
Related tasks
  • Set the number of line items for new sales template
  • Make a sales template for clinical procedures
  • Make a template product
  • Configure a clinical procedure record with a template product

Procedure
ezyVet
Practice manager

Last updated: October 20, 2024

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Related Articles:

  • Sales template configuration
  • Set the number of line items for new sales template
  • Make a sales template for clinical procedures
  • Make a template product
  • Configure a clinical procedure record with a template product

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