ezyVet Admins - Chapter 1
Invoice Screen Changes
Make invoicing quick and easy with increased customization and improved functionality, to provide a more tailored experience for your team, and your customers
What to expect with V30 Invoice Screen updates + Support webinar
- Time saving improved product performance with bulk actions, and simple drag and drop functionality
- Color and overall format changes
- Increased visibility on the invoice's status in the top right-hand corner
- Customizable columns; no more scrolling across, only see what you want to see
- Customizable invoice sublines, unlock total control over what the client sees on their invoice
- Swap to bulk edit view - Bulk Discount your invoice with control like never before
- Make changes directly from the invoice line using the source record icon to access the billing trigger
Making changes via the Source Record Button
In Version 30, we value the integrity of the clinical record, therefore, there is a change in the standard workflow for editing items within the invoice by introducing the Source Record Button giving you direct access to where the billing trigger was added.
To make a change on the invoice:
- Select the source record icon on the lefthand of the invoice line item
- This will open the related source record where the billing trigger was originally added
- Make the change to the product and/or the quantity
- Select Update to save the change
- You will then be taken back to the invoice screen,
Source Record Types
There are multiple source records that you can access from the Invoice Screen, check out what each of the source record buttons represents --->
Increased visibility on the invoice's status in the top right-hand corner
See the status of the invoice at first glance and make any changes in the top righthand corner, you no longer need to scroll down to the bottom of the invoice.
Version 30 changes the 'Not Ready for Billing' functionality to be included in the invoice status, simplifying your Not Ready for Billing workflow.
Move the invoice from Pending, Not Ready for Billing, Approved, and Disabled with ease.
Want to learn more?
Dive deeper with the ezyVet Help Guide for more information on the new Approval button and simplified billing statuses. Head to the Help Tab in your ezyVet site and search Approve an invoice (v30) and Set an invoice to not ready for billing (v30).
Customizable invoice sublines, unlock total control over what your client sees on their invoice
Invoice line items provide even more insight into what you're billing clients. The expandable and collapsible function allows you to have control over what you can show a client without missing any charges or losing valuable information.
Visibility into what's included within the invoice has two components to it:
For Internal Use
Expand a parent item to access the child sublines by selecting the '˅' arrow next to the product name or select Expand All to expand every line item in the invoice for you and your team to see what that client is being billed for. Having these expanded or collapsed has no affect on what the customer sees.
For Clients
Introducing a new hide icon in the left-hand column next to the + and - button , it's here where you can control what you want your client to sees on their invoice. If you select the button, notice that it changes to a 👁 , and if you select it again it changes to a $. Each of these icons represents a different level of visibility for the client, which is dictated on a line-by-line basis.
If this state is selected for the invoice line item your client will only see the parent line with no pricing included, ideal for providing an high-level overview to your client without getting into the nitty-gritty details.
👁
If this state is selected for the invoice line your client will see the parent line and the child lines but will only see the total price, not a breakdown of the individual components, ideal for providing a more detailed overview to your client without getting lost in the pricing detail.
$
If this state is selected for the invoice line your client will see everything; parent line detail with overall price and childline detail with an individual price breakdown, ideal for providing a detailed invoice to your client that wants to know all the nuts and bolts that went into their animals care.
Want to learn more?
Dive deeper with the ezyVet Help Guide for more information on customizing what your customers see on an invoice. Head to the Help Tab in your ezyVet site and search Print modes of invoice line items (v30).
Customize your invoice layout
Have full control of the invoice screen layout, no more scrolling, define what you want the team to see. As an ezyVet admin, you have the ability to create a default invoice template for your team to use.
Setting up your Default Invoice Column Layout
- Go to the Admin Tab
- Select Settings from the drop-down
- Select Record Properties
- Open Properties: Invoice Item
- Work through the options and select the check box under Show and the columns that you choose will appear on the invoice screen by default
- To change the order that these columns appear, simply drag and drop until you have the combination that's ideal for your practice
Helpful Hint: The column size is now fully adjustable, simply hover your mouse over the column separators in the invoice header until you see your cursor change to the expand symbol and drag the line to adjust the column size.
Want to learn more?
Dive deeper with the ezyVet Help Guide for more information on customizing the layout of your invoice. Head to the Help Tab in your ezyVet site and search Change the default sequence and visibility of invoice columns.
Rolling out the default invoice column template throughout your practice
This default will only take effect automatically for new users, existing users will need to reset their invoice settings.
- Direct the user to an Invoice Screen
- Select the ⋮ button in the column header
- Select Customize Invoice Columns
- Select Reset Table at the bottom of the table
- From here the pop-up window will close and you'll see the change immediately taken effect
Helpful Hint: Staff members have the ability to overwrite the Default Invoice Column Layout by selecting their own columns using this method.
Bulk Discount your invoice with control like never before
New flexible discounting put your staff in the driver's seat; with the ability to apply discounts by the bundle, per individual item, or even the whole thing, all directly from within the invoice screen.
Upcoming changes:
- Reduced columns - Version 30 combines the Discount $ and Discount % columns so you have the choice to switch between the two views, rather than having both options viewable at the same time.
- Bulk Edit Mode - Switch to 'Bulk Edit Mode' then pick and choose which items you want to discount
- Discounting Shortcut - Discount a bundle by selecting the discount quantity in the line item to trigger an editable pop-up
How to Navigate Bulk Edit Mode
- Selecting the ⋮ button in the column header
- Select the 'Swap to Bulk Edit Mode'
- Notice that a checkbox appears next to each line item, make your way down the invoice, and select everything you want to be discounted (or select all)
- Select the orange 'Bulk Actions' button then select 'Discount All'
- Select your reason from the list
- Select your discount percentage amount
- Then hit Apply
Helpful Hint: Hover your mouse over the discount and a pop-up appears to provide insight into the discount applied so that your team can stay on top of what adjustments have been made.
Want to learn more?
Dive deeper with the ezyVet Help Guide for more information about bulk edit mode. Head to the Help Tab in your ezyVet site and search Set the discount of many invoice line items at the same time (v30)
Direct Access to Billing Triggers
Obtain greater visibility over which section within ezyVet the billing trigger came from and make changes directly from the invoice, simply;
- Click on the icon within the product column
- Depending on the product you'll then be directed to either
- Therapeutic/Procedure Screen
- Medication Perscription
- Make your changes
- Save your changes by selecting update at the bottom of the pop-up
- Your updates will have taken effect throughout your clinic
Want to learn more?
Dive deeper with the ezyVet Help Guide for more information on Direct Access to Billing Triggers. Head to the Help Tab in your ezyVet site and search Source records of invoice line items (v30)
Printing labels directly from the invoice screen
Version 30 allowed us to create a clean and simplified invoice screen. When needing to print a label directly from the invoice screen these now have a new home.
How to print labels directly from the invoice screen
- Select the verticle ellipsis (⋮) on the relevant invoice line
- Select Print Label.
- ezyVet opens a pop-up window and shows the label that you can print.
Note: If you have ezyPrint configured the pop-up window will pop-up and then disappear and the label will print automatically.
Want to learn more?
Dive deeper with the ezyVet Help Guide for more information on Printing labels directly from the invoice Head to the Help Tab in your ezyVet site and search 'Print a label of an invoice line item'.
Change in 'Mark up Column' workflow
If your practice was using the markup column within the invoice screen of legacy ezyVet, this now has a new home. To start using this functionality within V30 follow the steps outlined below:
- Select the verticle ellipsis (⋮) within the invoice line
- Next select Pricing Summary to view the markup % percentage and dollar amount of markup per invoice line.