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Configure a product to make and save a PDF file attachment after staff approve an invoice

A practice manager can configure a product to automatically make and save a PDF file attachment after staff approve an invoice that has the product. The file attachment uses a document template. The document template has the content that the file attachment shows.

Make sure that your ezyVet site has an applicable document template.
To configure a product, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
  3. Select the applicable product.
    ezyVet shows the product settings.
  4. Select Advanced.
    The Advanced tab
  5. Go to the Templates section.
  6. In the Document To Print When Invoiced box, select the applicable document template..
    The Document To Print When Invoiced box
  7. Set Save as Attachment? to Yes.
    The Save as Attachment? option
    Note: ezyVet sets the file name of the file attachment to the name of the document template of step 6.
  8. Select Save.
    The Save button
After staff approve an invoice, ezyVet automatically saves an PDF file attachment for the product.