Change the client of an approved invoice
If you approved an invoice but the related client contact record is incorrect, you can change it. For example, if the patient shown is correct but the client shown is incorrect, you can connect the invoice to a different client contact record.
- Select Financial.
- Select Invoices.The left sidebar shows the invoice records of your site.
- If the invoice is paid, enter 0 in the Allocation box.ezyVet removes the quantity of the payment allocation from the invoice.
- Select UNAPPROVE.ezyVet shows a confirmation message:
- In the Client box, select the applicable client.
- Select APPROVE.ezyVet shows a confirmation message:
Note: If you configured ezyVet to use the date that you approved the invoice as the invoice date, ezyVet automatically changes the invoice date to today.