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Book Contents

Book Index

Sales Process

Invoices and payments can be created from:

Invoices can also be generated from an animal's clinical records.

The Client Activity window displays the financial history of a client, including all invoices, payments and adjustments.

Go to: Clients menu > Client Details > select client > Activity.

In This Section

Client Activity Button Descriptions

Client Activity sidebar

Discounts on Invoices

Loyalty Schemes

Invoice a Client

Optional extras on invoices

Raise a Cash Invoice

Delayed Charges

Delayed Charges with split payments

Reprint an existing invoice or payment

Transferring invoices and payments

See Also

Clients and Workflow

Client Details

Animal Details

Appointments

Diary

Boarding Scheduler

Payments and Receipting

Credits

Billing Process

Restricted Veterinary Medicines (RVM) Process

Workflow Process

Hospitalisation Process

Banking Process

Procedures