About the not-ready-for-billing condition
If necessary, you can set an invoice to the not-ready-for-billing condition. As a result, you can make an initial invoice then approve it for the client at a different date.
Note: You cannot approve an invoice that has the not-ready-for-billing condition. To approve the invoice, you must remove the condition.
If an invoice has the not-ready-for-billing condition, ezyVet does not include the invoice in:
- End-of-day reporting
- End-of-month reporting
- Other applicable financial reconciliation tasks
An invoice that has the not-ready-for-billing condition shows Not ready for billing adjacent to the SET AS PENDING button:
ezyVet shows invoices that have the not-ready-for-billing condition in the applicable areas of:
- Patient records
- Clinical records
- Contact records