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Find not-ready-for-billing invoices (Records dashboard tab method)

ezyVet has two methods that you can use to find and show invoices that have the not ready for billing (NRB) condition. The Records dashboard tab is one method.

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 Not Ready For Billing.
    The Not Ready For Billing filter
  6. Select Show Records.
    The Show Records button
The left sidebar shows all not-ready-for-billing invoices.