Configure ezyVet to automatically make invoices from estimates

A practice manager can configure ezyVet to automatically make an invoice from a source estimate. ezyVet automatically makes the invoice when a staff member changes the status of an estimate to Accepted.

To make the necessary configuration, do this procedure.

Warning: ezyVet customer support does not recommend that you make an invoice from an estimate. If you make an invoice from an estimate, the risks include:

Invoices that have duplicated items, missing items, and incorrect data
Financial records that are not accurate
Unwanted manual steps to print medication instruction labels

ezyVet has many features that help you to automatically add products to the billing triggers of clinical records. The billing triggers automatically make invoices that have the necessary products, prices, and related information. ezyVet does this while you do the applicable clinical tasks (for example, clinical procedures). ezyVet customer support recommends that you only use the automatic features to make invoices.