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    End-of-year tasks

    • End-of-year tasks with ezyVet

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      End-of-year reporting

    • End-of-year reporting: Prepare for the next year

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    End-of-day reporting

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End-of-year tasks

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End-of-year tasks with ezyVet

Use ezyVet to quickly and easily do usual end-of-year tasks and reporting.

Find inactive clientsCopy

An inactive client is a client that your organization did not recently invoice. A list of inactive clients can help your organization keep accurate data for reporting and messaging (for example, end-of-year emails).

For more information, refer to Get a list of inactive clients.

Get a list of client email addressesCopy

A list of client email addresses can help with marketing or messaging tasks. For example, you can use the email addresses with a marketing mailing list or for an end-of-year message.

For more information, refer to Get a list of client email addresses.

Send an end-of-year email to clientsCopy

To send an email to many clients at the same time, you can use the Records dashboard tab. As a result, it is not necessary to send one email to each client each time. For more information, refer to Send an email to many clients at the same time.

Email messages that you send from ezyVet use an email template. An email template has the content and formatting for a related type of email message (for example, an email statement). Thus, make sure that the email template that you use for end-of-year emails has applicable content and formatting.

Tip: The procedure given in Get a list of client email addresses also shows client postal addresses, names, and many other types of client information.
Tip: If you want to include images in an end-of-year email, refer to Add an image to an email template.
Note: If your clients use Gmail, they could receive a bounce message if they send a reply to an email that you send from ezyVet. To prevent the bounce message, a practice manager can make a change to an applicable email template. For more information, refer to Configure an email template for clients who use Gmail.

Prevent appointments during staff vacationCopy

You can make a planning guide for staff vacation times. The planning guide tells other staff not to schedule appointments during the vacation times. To make it easier to set the planning guide for staff, you can use a planning guide template. After a practice manager makes a planning guide template, they can set it for a staff member. As a result, ezyVet automatically makes planning guide entries in the staff member's calendar.

For more information, refer to Make and set a planning guide template.

Do end-of-year reportingCopy

An end-of-year report helps make sure that your organization has accurate records for invoices, payments, and inventory. End-of-year reporting in ezyVet uses a set of reports and related tasks.

For more information, refer to About end-of-year reporting.

Change product prices and markups for the next yearCopy

You can easily change the prices and markups of many products at the same time. For more information:
  • Change the price of many products (product group method)
  • Change the price of many products (Records dashboard method)
  • Change the markup of many products (Records dashboard method)
Parent topic: End-of-year tasks
Related concepts
    Related information
    • End-of-year reporting
    • End-of-year reporting: Prepare for the next year

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    ON THIS PAGE

    • End-of-year tasks with ezyVet

      • Find inactive clients

      • Get a list of client email addresses

      • Send an end-of-year email to clients

      • Prevent appointments during staff vacation

      • Do end-of-year reporting

      • Change product prices and markups for the next year

    ezyVet

    Last updated: January 5, 2025

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    Related Articles:

    • End-of-year tasks
    • End-of-year reporting
    • End-of-year reporting: Prepare for the next year

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