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        Templates: General features and functions

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        • Templates for diagnostic imaging reports

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          Document templates: General configuration

          • General settings of a document template

          • Configure a document template to use the Twig template system

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          • Make a template for a diagnostic imaging report

          • Make a document template for a one-page PDF document

          • Configure an invoice template to show microchip numbers

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          Document template configuration: Images and logos

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          Document template configuration: Text and fonts

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  9. Document templates: General configuration

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Document templates: General configuration

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Configure an invoice template to show microchip numbers

If it is necessary for your organization to automatically show patient microchip numbers in invoices, a practice manager can configure an invoice template to show the numbers.

Make sure that you know about ezyVet templates and template variables.
To make the configuration, do this procedure.
Note: This procedure uses the invoice template that ezyVet automatically uses for all new invoices as an example. A practice manager can make the same configuration change to a different invoice template.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Template Settings.
    The Template Settings setting
  4. Select Financial Settings.
    The Financial Settings tab
  5. Double-click the Invoice box of the Default Templates section.
    ezyVet opens a tab that has invoice template settings.
  6. Double-click the Header (first page) box.
    ezyVet opens one more tab that has invoice template settings.
  7. Add the applicable template variable to the template source code as necessary.
    Note:
    • If Use New Templating Engine is selected, the applicable template variable to add is {{ animal.MicroChip }}
    • If Use New Templating Engine is not selected, the applicable template variable to add is {AnimalMicrochip}
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

The invoice template has the configuration.
Use the invoice template to print an invoice and make sure that the printed invoice shows a microchip number.
Parent topic: Document templates: General configuration

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ezyVet
Practice manager

Last updated: September 9, 2024

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