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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

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        Estimates

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        Statements

        • Settings of the Statements report

        • Important steps before you do an end-of-month statement

        • Send statements to your clients

        • Make a client statement

        • Set the document template that ezyVet automatically uses for client 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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      Insurance

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      Document management

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      File attachments

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      Printing

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      Electronic signatures

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      Inventory

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      Staff management

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      ezyVet administration

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      Reference information

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      Customer support information

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      Release notes

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      Glossary

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    Vello

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

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Statements

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Make a client statement

If necessary, you can make a client statement for one client. ezyVet uses PDF for the client statement. After you make the statement, you can print it.

To show a client statement, do this procedure.
  1. Select Contacts.
    The Contacts tab
  2. In the left sidebar, find and select the applicable client contact record.
    ezyVet shows settings and information of the contact record.
  3. Select Statement.
    The Statement button
    ezyVet shows the View/Send Statement dialog box.
  4. In the Start Date and End Date boxes, select the date range for the client statement.
    The Start Date and End Date boxes
  5. If necessary, use the remaining box to select a document template that ezyVet uses to make the statement.
    The remaining box
    Note: A practice manager configures the document template that ezyVet automatically shows in the box.
  6. Select View.
    The View button
ezyVet shows a PDF document of the statement:
A PDF version of the financial statement
Parent topic: Statements
Related concepts
  • Settings of the Statements report
  • Important steps before you do an end-of-month statement
Related tasks
  • Send statements to your clients
  • Set the document template that ezyVet automatically uses for client statements

Procedure
ezyVet

Last updated: October 7, 2024

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Related Articles:

  • Statements
  • Settings of the Statements report
  • Important steps before you do an end-of-month statement
  • Send statements to your clients
  • Set the document template that ezyVet automatically uses for client statements

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