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

        • chevron_right

          General invoicing tasks

        • 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

    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

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Getting started

chevron_right

The invoicing screen

The invoicing screen has a dedicated section for line items and other related information. The line items section has buttons and boxes that you can use to add, change, and show invoice information.

The image and table that follow show each function of the buttons and boxes of the line items section:
The line items section
NumberFunction
1Use to select all line items.
2Select to approve or unapprove all line items.
3Select to show or hide all line items.
4Select to show discount values with a dollar format or a percent format.
5Select to:
  • Show or hide invoice columns
  • Change the sequence of invoice columns
6Drag to change the sequence of a line item.
7A source record button. Select to show the source record of a line item.
8If a line item has more line items, select to show the line items.
9Use each button to:
  • Change the view mode of the line item for a printed invoice
  • Remove the line item
  • Add a line item
10Select to:
  • Show a pricing summary
  • Print a label
  • Change the medication instructions
11Select to approve or unapprove the line item.
12Select to add a line item.
Note: If you select applicable line items, ezyVet replaces the plus button that is adjacent to Add new invoice line with buttons that you can use to:
  • Set a discount for the line items
  • Change the staff member of the line items
  • Remove line items
Buttons to change the information of selected line items
13The invoice totals area. The invoice totals area shows:
  • The total discount quantity of the invoice
  • The subtotal of the invoice
  • The tax-inclusive quantity or tax-exclusive quantity of the invoice
  • The total dollar quantity of the invoice
Tip: To show the tax-inclusive quantity or tax-exclusive quantity, select the button that is adjacent to Exc. Tax or Inc. Tax:
The button that is adjacent to Exc. Tax or Inc. Tax
14Use to enter general information about the invoice.
15Shows:
  • Who made and changed the invoice
  • The date and time that a person made or changed the invoice
Parent topic: Getting started
Related concepts
    Related information
    • General invoicing tasks
    • Show and adjust invoice information
    • Invoice comments
    • Billing triggers
    • Credit notes
    • Automatic attachments and automatic printing of invoice products

    ezyVet

    Last updated: August 19, 2024

    chevron_leftchevron_right

    Related Articles:

    • Getting started
    • General invoicing tasks
    • Show and adjust invoice information
    • Invoice comments
    • Billing triggers
    • Automatic attachments and automatic printing of invoice products
    • Credit notes

    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
    arrow_upward