Estimates

VisionVPM creates an estimate in a customised letter when supplied with appropriate information. Estimates may be one-off, but more commonly are for regularly required procedures. For your regular procedures you can add estimate templates to VisionVPM which can then be accessed from Client Details.

Estimate templates can be set up by going to Main menu > Maintenance module > Maintenance menu > Lookup Lists > Client Related Lists > Estimates Types. For further information regarding setting up estimates please refer to the Maintenance User Guide.

How to insert a client estimate using an existing estimate template.

Go to: Clients menu > Client Details > select clients > Estimate > Insert.

1. Click the Type arrow and double-click to select an existing estimate template.
   • The estimate details will be displayed.
2. Click the Animal arrow and double-click to select the required animal.
3. Click Save.
   • To email the estimate, click Email.
   • To print the estimate, click Print.

Result

The estimate is linked to the client. If the procedure goes ahead, the estimate can be turned into an invoice.

How to turn an existing client estimate into an invoice

Go to: Clients menu > Client Details > select clients > Estimate

OR

From the clinical record, click Invoice then click Estimate.

1. Double-click to select the estimate that you wish to turn into an invoice.
2. Click Invoice, and then click Save.
   • When Estimate is selected from the clinical record, the invoice will be linked to the animal history.