Invoicing from the clinical record when using the Drugs tab

This section describes how to how to insert an invoice from a clinical record. This should be done after the clinical record is complete and drugs have been dispensed. If the clinical record is not complete it can be marked as incomplete and completed later:

To insert an invoice from a Clinical Record

Go to: Clients menu > Animal Details > select animal > Record > Invoice.

1. The Client Invoice window displays the drugs that have been dispensed to the animal during the visit.
   • To enter any additional items onto the invoice, click the Stock arrow and select the required stock item.
   • 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 the stock description.
   • To attach a vet to each individual invoice line, click the Vet list arrow, and select the vet's name. If no vet is selected, the invoice line item will default to the vet code at the top of the invoice.
   • Type the quantity of the item that was sold in the Qty field.
   • The Price field is automatically populated.
2. To enter a message onto the invoice, in the Message field, type the 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 by going to Main menu > Maintenance module > Maintenance menu > Lookup Lists > Client Related Lists > Invoice Messages.
   • 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 you money.
   • To mark the invoice as incomplete, select the Incomplete check box. If further items are likely to be added to an invoice later in the visit before payment, then you should select Incomplete rather than Save. VisionVPM marks the invoice as incomplete and makes it easy to find, for example, on the Navigator bar. If you save the invoice without checking Incomplete, the assumption is that it is complete.
3. Click Save.
4. Click Print to print the invoice.

Results

• The invoice will be displayed on the client's activity.
• The Balance Due field on the Client Details window will display the total of any outstanding invoices on the client's account.