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Set the document templates that ezyVet automatically uses for new invoices

When a staff member selects the Print or Print summary button in the invoicing screen, ezyVet automatically selects a document template to use for the printed invoice. The document template controls the formatting of the printed output. A practice manager can set the document templates that ezyVet automatically uses for printed invoices.

To set the templates, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Template Settings.
    The Template Settings setting
  4. Select Financial Settings.
    The Financial Settings tab
  5. In the Default Templates section, use the applicable boxes to select the applicable templates.
    Note: This table gives each applicable box and its function:
    Box nameFunction
    InvoiceUse Invoice to set the document template to use for full invoices.
    Invoice SummarisedUse Invoice Summarised to set the document template to use when you select Print summary.
    Combined Invoice TemplateUse Combined Invoice Template to set the documentation template to use for combined invoices.
    Integrated eClaim invoiceUse Integrated eClaim invoice to set the document template to use for e-claim invoices for insurance integrations.
    Non-Integrated eClaim InvoiceUse Non-Integrated eClaim Invoice to set the document template to use for e-claim invoices that are not from insurance integrations.
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet automatically uses the templates for new invoices.