Configure ezyVet to make invoices from estimates
A practice manager can configure ezyVet to make an invoice from a source estimate. ezyVet makes the invoice when a staff member changes the status of an estimate to Accepted.
Important: ezyVet's billing trigger system automatically makes invoices during clinical work and adds applicable products to them. For example, when you add clinical procedures to a consultation, ezyVet automatically makes an consultation invoice that includes the procedures as line items. For the best results and to make sure that financial records are accurate:
- Use billing triggers as the primary method for invoicing
- Manually make invoices from estimates only when necessary
- Select Admin.
- In the settings list, select Financial.
- Select Financial Settings.
- Select Receivables.
- Set When an estimate gets accepted, generate a to Invoice.
- Select Save.ezyVet shows a confirmation message: