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Sales templates and clinical records

You can use a sales template with the billing triggers of clinical records. As a result, you can easily invoice a set of products for clinical tasks and procedures.

To use a sales template in a clinical record, you must also make a template product. A template product is an ezyVet record type that has a relation with a configured sales template. When you make a clinical record type (for example, a procedure record), you can select the template product. Then, ezyVet automatically puts the products of the sales template in the related invoice.
Figure 1. A template product selected in a procedure record

A template product selected in a Therapeutic / Procedure record