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ezyVet

Invoicing

Statements

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

IDEXX SmartFlow

ezyVet Connect

Knowledge Center: New and published

Pilot features

Set the document template that ezyVet automatically uses for client statements

When staff use ezyVet to make a PDF client statement, ezyVet automatically uses a document template for the client statement. The document template has the content of the client statement. If necessary, a practice manager can set a different document template.

Make sure that your site has the applicable document template.

To configure ezyVet to use a different document template for client statements, do this procedure.

Select Admin.
In the settings list, select Templates.
Select Template Settings.
Select Financial Settings.
In the Template box of the Statement Template section, select the applicable document template.
Select Save.
ezyVet shows a confirmation message: