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    ezyVet

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      Invoicing

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        Wellness plan invoicing

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          Invoice search of wellness plans

          • Find invoices of wellness plan memberships

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Invoice search of wellness plans

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Find invoices of wellness plan memberships

To easily find many invoices of wellness plan memberships at the same time, use the Records dashboard tab.

To find the invoices, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Invoice.
    The Invoice record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Is Wellness Plan Related.
    The Is Wellness Plan Related filter
  6. Select Show Records.
    The Show Records button
ezyVet shows the applicable invoice records. To open an invoice, double-click the applicable entry.
Parent topic: Invoice search of wellness plans
Related tasks
  • Find unpaid invoices of wellness plan memberships
Procedure
ezyVet

Last updated: August 9, 2024

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Related Articles:

  • Invoice search of wellness plans
  • Find unpaid invoices of wellness plan memberships

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