Reprint an existing invoice or payment

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

1. Select required invoices and payments.
2. Click Print.

Transferring invoices and payments

If you need to transfer an invoice or payment from one client to another, this is easily achieved in VisionVPM from the Client Activity window. You may want to do this, for example, if another client is taking over the financial accounts for an animal, or it may be the case that you have accidentally entered an invoice or payment on the incorrect client.

To transfer a client invoice or payment

1. Go to: Clients menu > Client Details > select a client > Activity.
2. Select the transactions(s) to be transferred, and click Transfer.

   

3. Click Yes to the following prompt:

   

4. Click Yes to the following prompt:

   

5. The Client List window will be displayed, from where you can search for the client to whom you are transferring the transactions.

   

6. Double-click the required client.
   • VisionVPM will transfer the selected transaction and re-display the original client's Activity window, without the transferred invoice.

   

Please note, VisionVPM will display the following message when you attempt to transfer an invoice or a payment in a closed period:

Click OK, and then Reverse the invoice or payment and re-enter the transaction on the correct client, using today's date. For further information please refer to the Reversing payments section in this user guide.