This will generate an invoice for payment which will be added to the Client Activity window. If the client has an outstanding balance at the end of the month the invoice will be included on the statement.
Go to: Clients menu > Client Details >select client.
From the Client Details window, click Invoice.
From the Client Invoice window, enter the Vet, User and Dept codes. You can automate these details as described below:
Dept is only displayed if you have activated Analysis by Department in Maintenance module > Maintenance menu > System Defaults.
The Dept field will be populated automatically if you have entered a Default Department Code by going to the Maintenance module > Maintenance menu > Computer Defaults.
The Vet field will be populated automatically if you have entered a Default Vet Code by going to the Maintenance module > Maintenance menu > Computer Defaults.
The Date field is automatically populated with today's date.
The Estimate button will be displayed in blue text when there are uninvoiced estimates attached to the client.
In the Stock Code field, type the first few characters of the code, and press ENTER to choose from a short list.
The associated GL A/c code, stock Description, and Unit fields are automatically populated.
To edit or add to the stock description, click , and type a further stock description.
To attach a vet to each individual invoice line, click the Vet arrow, and select the vet who sold the stock item.
In the Qty field, type the quantity of the item that was sold.
The Price field is automatically populated.
When all invoice items have been entered, click Save.
To print the invoice, click Print.
Once the invoice has been printed it cannot be altered unless you have selected the Leave unlocked option in the Main menu > Maintenance module > Maintenance menu > System Defaults > Financial tab.
If you want VisionVPM to display a prompt after you have printed an invoice asking you whether you wish to lock the invoice at not, click the Prompt for locking option.
Results
The invoice will be displayed in the activity on the client record.
The Balance Due field on the Client Details window will display the total of any outstanding invoices on the client's account.
Other Actions
In the Message field, type a message that you wish to be displayed on the client invoice. Alternatively, click Message and double-click to select an invoice message. Invoice messages are set up in Maintenance module > Maintenance menu > Lookup Lists > Client Related Lists > Invoice Messages.
To view RVM details, click RVM Info.
To clear all lines from the invoice, click Clear All.
To clear a single line from the invoice, select the line and click Clear Line.
To repeat a line on the invoice, select the invoice line and click Repeat.
To enter a payment for the invoice, click Payment, then select the method by which the client is paying the account.
To view the details of an animal attached to the invoice, click the information button . A Quick Animals Details window will be displayed, see below:
, and type a further stock description.
. A Quick Animals Details window will be displayed, see below: