Make a recurring invoice
To regularly invoice a client for the same products again and again, you can make a recurring invoice.
Make sure that your user account has the necessary permissions.
Note: This procedure gives only the
minimum information that is necessary to make a recurring invoice.
- Select Financial.
- Select Recurring Invoices.ezyVet shows the New Recurring Invoice screen.
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In the Recurring Invoice Name box, enter an applicable
name.
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In the Client box, select the applicable client.
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In the Start Date box, select the initial date that ezyVet will show payment reminders for the recurring
invoice.
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In the Invoice Frequency box, select the interval that
ezyVet will show payment reminders for the
recurring invoice.
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Add the applicable products to the line items of the recurring invoice.
Tip: To add one more line item, select the green plus button:
- Select LOCK.ezyVet shows a confirmation message: