New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • chevron_right

      Getting started

    • chevron_right

      Clients

    • chevron_right

      Patients

    • chevron_right

      Appointments

    • chevron_right

      Products

    • chevron_right

      Veterinary care

    • expand_more

      Invoicing

      • expand_more

        Getting started

        • The invoicing screen

        • expand_more

          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

        • chevron_right

          Show and adjust invoice information

        • chevron_right

          Invoice comments

        • chevron_right

          Billing triggers

        • Automatic attachments and automatic printing of invoice products

        • chevron_right

          Credit notes

      • chevron_right

        Service fees

      • chevron_right

        Price adjustment reasons

      • chevron_right

        The not-ready-for-billing condition of invoices

      • chevron_right

        Price adjustment rules

      • chevron_right

        Medication invoicing

      • chevron_right

        Diagnostics invoicing

      • chevron_right

        Wellness plan invoicing

      • chevron_right

        Print invoices

      • chevron_right

        Find and show invoice information

      • chevron_right

        Send clients messages about invoices

      • chevron_right

        Recurring invoices

      • chevron_right

        Interest charges

      • chevron_right

        Tax

      • chevron_right

        Sales templates

      • chevron_right

        Estimates

      • chevron_right

        Statements

      • chevron_right

        Invoicing configuration

      • chevron_right

        Troubleshooting for invoicing

    • chevron_right

      Payments

    • chevron_right

      Refunds

    • chevron_right

      Financial controls

    • chevron_right

      Xero

    • chevron_right

      Insurance

    • chevron_right

      Document management

    • chevron_right

      File attachments

    • chevron_right

      Printing

    • chevron_right

      Electronic signatures

    • chevron_right

      Inventory

    • chevron_right

      Staff management

    • chevron_right

      ezyVet administration

    • chevron_right

      Reference information

    • chevron_right

      Customer support information

    • chevron_right

      Release notes

    • chevron_right

      Glossary

    • chevron_right

      ezyVet for partners

  • chevron_right

    Vello

  • chevron_right

    ezyVet Scan

  • chevron_right

    ezyVet Go

  • chevron_right

    Vet Radar

  • chevron_right

    ezyVet Data Lake

  • chevron_right

    IDEXX SmartFlow

  • chevron_right

    ezyVet Connect

  • chevron_right

    Knowledge Center: New and published

  • chevron_right

    Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Invoicing
  6. arrow_right
  7. Getting started
  8. arrow_right
  9. General invoicing tasks

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

General invoicing tasks

chevron_right

Staff information shown in invoice line items

Your user account has settings that control the staff member information shown in the Staff Member column of invoice line items.

Figure 1. The Staff Member column

The Staff Member column
The settings are:
  • Default staff member
  • Default staff member is locked
Figure 2. Settings that control staff member information

Settings that control staff member information

This table gives each condition of the settings and the result.

Condition Result
1. Default Staff Member is not set.

2. Default Staff Member Is Locked is NO.

When you make an invoice, ezyVet initially shows your user account name in the Staff Member column of the first line item.

A new line item automatically uses the Staff Member information of the line item that is before the new line item.

1. Default Staff Member is not set.

2. Default Staff Member Is Locked is YES.

When you make an invoice, ezyVet initially shows your user account name in the Staff Member column of the first line item.

A new line item automatically shows your user account name in the Staff Member column.

1. Default Staff Member has a selected user account.

2. Default Staff Member Is Locked is NO.

When you make an invoice, ezyVet initially shows the selected user account name in the Staff Member column of the first line item.

A new line item automatically uses the Staff Member information of the line item that is before the new line item.

1. Default Staff Member has a selected user account.

2. Default Staff Member Is Locked is YES.

When you make an invoice, ezyVet initially shows the selected user account name in the Staff Member column of the first line item.

A new line item automatically shows the selected user account name in the Staff Member column.

Parent topic: General invoicing tasks
Related concepts
  • How ezyVet shows a line item that has a problem
  • 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
  • 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
ezyVet

Last updated: November 9, 2024

chevron_leftchevron_right

Related Articles:

  • General invoicing tasks
  • How ezyVet shows a line item that has a problem
  • 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

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in