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

      • chevron_right

        Getting started

      • 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

      • expand_more

        Invoicing configuration

        • chevron_right

          Invoice rounding

        • Set the email template that ezyVet uses for invoices

        • Configure the invoice column sequence and columns that invoices automatically show

        • Configure the time that ezyVet does automated invoices

        • Configure ezyVet to automatically make invoices from estimates

        • Configure invoice subtotals to automatically include tax

        • Change the templates that ezyVet automatically uses for new invoices

        • Configure the time range that ezyVet uses to add billing trigger products to invoices

        • Configure ezyVet to set invoice dates to the date of invoice approval

        • Let staff change line item comments of locked invoices

        • How ezyVet calculates the discount that it sets for fixed-price product bundles

        • Invoice approvals when product prices are less than cost prices

        • chevron_right

          Invoice record maintenance

      • 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. Invoicing configuration

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Invoicing configuration

chevron_right

Invoice approvals when product prices are less than cost prices

A product of an unapproved invoice can have a price that is less than the product’s cost price. ezyVet has a user account permission that you can use to control approval of an invoice that has this condition. If a staff member does not have the permission, they cannot approve the invoice.

The applicable user account permission is Financial > Sell Below Cost:
The Financial > Sell Below Cost user account permission
ezyVet has a system setting that controls the function of the Financial > Sell Below Cost user account permission. The system setting is Have Minimum Markup Check:
The Have Minimum Markup Check setting
If you set Have Minimum Markup Check to No, ezyVet shows the Financial > Sell Below Cost permission in the Permissions tab of a staff member’s user account. But if you set Have Minimum Markup Check to Yes:
  • ezyVet does not show the Financial > Sell Below Cost permission in the staff member's user account settings
  • Shows a % Minimum Markup Required box in the staff member's user account settings
Figure 1. The % Minimum Markup Required box

The % Minimum Markup Required box

Use the % Minimum Markup Required box to enter the minimum markup percentage that a product must have before the staff member can approve the invoice.

Parent topic: Invoicing configuration
Related concepts
    Related tasks
    • Set the email template that ezyVet uses for invoices
    • Configure the invoice column sequence and columns that invoices automatically show
    • Configure the time that ezyVet does automated invoices
    • Configure ezyVet to automatically make invoices from estimates
    • Configure invoice subtotals to automatically include tax
    • Change the templates that ezyVet automatically uses for new invoices
    • Configure the time range that ezyVet uses to add billing trigger products to invoices
    • Configure ezyVet to set invoice dates to the date of invoice approval
    • Let staff change line item comments of locked invoices
    Related information
    • Invoice rounding
    • Invoice record maintenance
    • How ezyVet calculates the discount that it sets for fixed-price product bundles

    ezyVet
    Practice manager

    Last updated: April 16, 2024

    chevron_leftchevron_right

    Related Articles:

    • Invoicing configuration
    • Invoice rounding
    • Set the email template that ezyVet uses for invoices
    • Configure the invoice column sequence and columns that invoices automatically show
    • Configure the time that ezyVet does automated invoices
    • Configure ezyVet to automatically make invoices from estimates
    • Configure invoice subtotals to automatically include tax
    • Change the templates that ezyVet automatically uses for new invoices
    • Configure the time range that ezyVet uses to add billing trigger products to invoices
    • Configure ezyVet to set invoice dates to the date of invoice approval
    • Let staff change line item comments of locked invoices
    • How ezyVet calculates the discount that it sets for fixed-price product bundles
    • Invoice record maintenance

    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