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    ezyVet

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      Invoicing

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        Getting started

        • The invoicing screen

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          General invoicing tasks

          • How ezyVet shows a line item that has a problem

          • Staff information shown in invoice line items

          • Approve an invoice

          • Unapprove an invoice

          • Approve all invoice line items at the same time

          • Unapprove all invoice line items at the same time

          • Set the discount of many invoice line items

          • Change the staff member of many invoice line items

          • Remove many invoice line items from an invoice

          • Make an invoice (direct method)

          • Invoice products to many clients at the same time

          • Barcode scanners and invoicing

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          Show and adjust invoice information

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          Invoice comments

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          Billing triggers

        • Automatic attachments and automatic printing of invoice products

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          Credit notes

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        Service fees

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        Price adjustment reasons

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        The not-ready-for-billing condition of invoices

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        Price adjustment rules

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        Medication invoicing

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        Diagnostics invoicing

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        Wellness plan invoicing

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        Print invoices

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        Find and show invoice information

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        Send clients messages about invoices

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        Recurring invoices

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        Tax

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        Sales templates

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        Estimates

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        Statements

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        Invoicing configuration

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        Troubleshooting for invoicing

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      Payments

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      Refunds

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      Financial controls

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      Xero

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  3. ezyVet
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  5. Invoicing
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  7. Getting started
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  9. General invoicing tasks

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General invoicing tasks

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Set the discount of many invoice line items

Use the invoicing screen to set a discount for many line items at the same time. Thus, it is not necessary to set the discount for each line item each time.

  • Make sure that the applicable invoice is unapproved
  • Make sure that you have the Financial > Invoice > Change Discount permission
To set the discount, do this procedure.
  1. Open the applicable invoice.
  2. Select the checkbox of each applicable line item.
    The checkbox of each applicable line item
    Tip: To select all line items, select the checkbox that is adjacent to Product:
    The checkbox that is adjacent to Product
    Note: These types of line items do not show a checkbox:
    • The line item of a service fee
    • The line items of products of a product bundle
  3. Select Discount.
    The Discount button
    ezyVet shows the Discount dialog box.
  4. In the Reason box, select the applicable price adjustment reason.
    The Reason box
  5. In the Discount By box, enter the discount percentage.
    The Discount By box
  6. Select APPLY.
    The APPLY button
    Note: If you accidentally set an incorrect discount, right-click the record tab of the invoice and select Refresh:
    The Refresh command
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:
    An Invoice saved message
The line items have the discount.
Parent topic: General invoicing tasks
Related concepts
  • How ezyVet shows a line item that has a problem
  • Staff information shown in invoice line items
  • Barcode scanners and invoicing
Related tasks
  • Approve an invoice
  • Unapprove an invoice
  • Approve all invoice line items at the same time
  • Unapprove all invoice line items at the same time
  • Change the staff member of many invoice line items
  • Remove many invoice line items from an invoice
  • Make an invoice (direct method)
  • Invoice products to many clients at the same time

Procedure
ezyVet

Last updated: May 15, 2024

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Related Articles:

  • General invoicing tasks
  • How ezyVet shows a line item that has a problem
  • Staff information shown in invoice line items
  • Approve an invoice
  • Unapprove an invoice
  • Approve all invoice line items at the same time
  • Unapprove all invoice line items at the same time
  • Change the staff member of many invoice line items
  • Remove many invoice line items from an invoice
  • Make an invoice (direct method)
  • Invoice products to many clients at the same time
  • Barcode scanners and invoicing

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