Make an invoice from an estimate

If ezyVet has the applicable configuration, staff can use an estimate to make an invoice. The invoice has the products, prices, and quantities of the estimate.

Make sure that a practice manager configured ezyVet to automatically make invoices from estimates
Make sure that the applicable estimate has the Created status

To make an invoice from an estimate, do this procedure.

Note: This procedure uses the Financial primary tab as the initial step. But you can also open an estimate from different parts of ezyVet (for example, a clinical record or a client contact record.)

Warning: ezyVet customer support does not recommend that you make an invoice from an estimate. If you make an invoice from an estimate, the risks include:

Invoices that have duplicated items, missing items, and incorrect data
Financial records that are not accurate
Unwanted manual steps to print medication instruction labels

ezyVet has many features that help you to automatically add products to the billing triggers of clinical records. The billing triggers automatically make invoices that have the necessary products, prices, and related information. ezyVet does this while you do the applicable clinical tasks (for example, clinical procedures). ezyVet customer support recommends that you only use the automatic features to make invoices.

Select Financial.
Select Estimates.
Find and select the applicable estimate record.
Do a check of the estimate's line items and related data.

Tip: To get the most recent product data (for example, prices, names, and quantities), select Reset Items:
Set Status to Accepted.
Select Save.
ezyVet shows a confirmation message: