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Set the 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: The applicable boxes are:
    • Invoice
    • Invoice Summarised
    • Combined Invoice Template
    • eClaim Invoice
  6. If necessary, use the Invoice Summarised box to select the applicable template.
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet automatically uses the templates for new invoices.