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Configure automatic rounding for invoice line items

A practice manager can configure a new price adjustment rule to do automatic rounding of invoice line items.

To configure the price adjustment rule for line item rounding, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
  3. Select Price Adjustment Rules.
    The Price Adjustment Rules setting
    ezyVet shows the New Price Adjustment screen.
  4. In the Rule Name box, enter a name for the price adjustment rule.
  5. Set Type of Adjustment to Apply to Rounding Invoice Line.
    The Type of Adjustment to Apply setting
  6. Use the Round Invoice Line settings to select the direction of the rounding and the rounding quantity.
    The Round Invoice Line settings
  7. If you want to include service fees in the rounding, set Service Fee to Service Fee Included.
  8. Use the filters to select the applicable conditions for the rounding.
    The filters of the price adjustment rule
    Note: For example, you can use the filters to make the rounding applicable to a product or client.
    Tip: The filters have almost the same function as the filters in the Records dashboard tab.
  9. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet automatically rounds the total value of applicable line items of invoices.