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Make an invoice from an estimate

After you prepare an estimate, you can easily make an invoice directly from it.

Make sure that a practice manager completed the procedure given in Configure ezyVet to make invoices from estimates.
To make the invoice, do this procedure.
  1. In the estimate screen, select the arrow that is adjacent to Share with client, then select Accept & invoice.
    The Accept & invoice button
    ezyVet shows an Apply estimate to invoice dialog box.
    Tip: If you want, you can prepare an estimate then make an invoice from it at a subsequent time as follows:
    1. Prepare the estimate
    2. For step 1 of this procedure, select select the arrow that is adjacent to Share with client, then select Accept.
    3. When you want to make an invoice from the estimate, select Apply to invoice
    4. Continue to step 2.
  2. Use the Clinical Record box to select the applicable clinical record for the invoice.
    The Clinical record box
  3. In each Qty box, adjust the quantity of each product.
    Note: It is not possible to use the Apply estimate to invoice dialog box to adjust quantities for product bundles. If you want to adjust product bundle quantities:
    1. Open the new invoice that ezyVet makes as a result of this procedure
    2. Hover over the line items of the product bundles and adjust the quantity values as necessary
  4. Select Apply.
ezyVet makes an invoice and shows it in a new record tab.Make changes to the invoice if applicable.
Note: If it is necessary to make changes to the source estimate:
  1. Deactivate the invoice
  2. Go to the source estimate
  3. Select the arrow that is adjacent to Apply to invoice, then select Revert to draft
  4. Make the necessary changes to the estimate
  5. Do this procedure again from step 1
Figure 1. Revert to draft setting

Revert to draft setting