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    ezyVet

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    Vello

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    ezyVet Scan

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    ezyVet Go

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      Getting started

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      Sign-in and access

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      ezyVet Go and information sync

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      Appointments and calendars

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        Appointments

        • About appointments in ezyVet Go

        • Methods to show a client's phone number and address information

        • Make an appointment

        • Make a patient record when you make an appointment

        • Start an appointment

        • Start a completed appointment again

        • Complete an appointment

        • Change the initial patient of an appointment

        • Add a patient to an appointment

        • Remove a patient from an appointment

        • Make a follow-up appointment

        • Quickly see the address of an appointment

        • Change the veterinarian that ezyVet Go automatically uses for new appointments

        • Identify a frequently-used appointment type

        • An appointment with many patients

        • Client-only appointment types

        • Change the client of a client-only appointment type

        • Add a restricted veterinary medicine (RVM) to an appointment

        • Add one product to many patients of an appointment (phone)

        • Add one product to many patients of an appointment (tablet)

        • Print a medication label

        • Send a label for a medication

        • Print an estimate of an invoice

        • Send an estimate of an invoice

        • Show appointments that you did not sync to ezyVet

        • Change an appointment's information

        • Add other staff or equipment to an appointment

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        Calendars

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      Clinical records

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      Clients

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      Products

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      Patients

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      Troubleshooting

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      Release notes

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  7. Appointments

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Appointments

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Send an estimate of an invoice

Before you complete an appointment, ezyVet Go shows an estimate of the client's invoice of the appointment. If necessary, you can send the estimate of the invoice to the client (for example, you can send an email that has the estimate of the invoice).

To send an estimate, do this procedure.
  1. Open the calendar.
    ezyVet Go shows the calendar appointments.
  2. Select the applicable appointment.
    ezyVet Go shows the Overview screen.
  3. Select Start Appointment.
    The Start Appointment button
    ezyVet Go shows the Workspace screen.
  4. Select Continue.
    The Continue button
    ezyVet Go shows the Review Details screen.
  5. Select Continue.
    The Continue button
    ezyVet Go shows the Estimate screen.
  6. Select the share button.
    The share button
    ezyVet Go shows the Print Options dialog box:
    The Print Options dialog box
  7. Make the settings as necessary.
  8. Select Print.
    The Print button
    ezyVet Go shows the Preview screen.
  9. Select Share.
    The Share button
    ezyVet Go shows a dialog box.
  10. Select the applicable method to send the estimate of the invoice.
    ExampleFor example, select the email button to send an email.
    The Mail button
    ezyVet Go shows the New Message pane.
  11. In the To box, enter the client's email address.
    The To box
  12. In the Subject box, enter applicable information about the email.
    The Subject box
  13. Select the send button.
    The send button
ezyVet Go sends an email with the estimate of the invoice to the client.
Parent topic: Appointments
Related concepts
  • About appointments in ezyVet Go
  • Methods to show a client's phone number and address information
  • An appointment with many patients
  • Client-only appointment types
Related tasks
  • Make an appointment
  • Make a patient record when you make an appointment
  • Start an appointment
  • Start a completed appointment again
  • Complete an appointment
  • Change the initial patient of an appointment
  • Add a patient to an appointment
  • Remove a patient from an appointment
  • Make a follow-up appointment
  • Quickly see the address of an appointment
  • Change the veterinarian that ezyVet Go automatically uses for new appointments
  • Identify a frequently-used appointment type
  • Change the client of a client-only appointment type
  • Add a restricted veterinary medicine (RVM) to an appointment
  • Add one product to many patients of an appointment (phone)
  • Add one product to many patients of an appointment (tablet)
  • Print a medication label
  • Send a label for a medication
  • Print an estimate of an invoice
  • Show appointments that you did not sync to ezyVet
  • Change an appointment's information
  • Add other staff or equipment to an appointment

Procedure
ezyVet Go

Last updated: May 7, 2024

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Related Articles:

  • Appointments
  • About appointments in ezyVet Go
  • Methods to show a client's phone number and address information
  • Make an appointment
  • Make a patient record when you make an appointment
  • Start an appointment
  • Start a completed appointment again
  • Complete an appointment
  • Change the initial patient of an appointment
  • Add a patient to an appointment
  • Remove a patient from an appointment
  • Make a follow-up appointment
  • Quickly see the address of an appointment
  • Change the veterinarian that ezyVet Go automatically uses for new appointments
  • Identify a frequently-used appointment type
  • An appointment with many patients
  • Client-only appointment types
  • Change the client of a client-only appointment type
  • Add a restricted veterinary medicine (RVM) to an appointment
  • Add one product to many patients of an appointment (phone)
  • Add one product to many patients of an appointment (tablet)
  • Print a medication label
  • Send a label for a medication
  • Print an estimate of an invoice
  • Show appointments that you did not sync to ezyVet
  • Change an appointment's information
  • Add other staff or equipment to an appointment

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