Invoice Workflows 101

Get up to speed with our most frequently asked Version 30 queries 👍

Tina Wang

Support Specialist

Support


As of 31st of January, 2022, all ezyVet customers will be upgraded to our latest version of ezyVet. The first big change Admins and Users alike will notice are on the invoice screen. Prepare for your upgrade by getting up to speed with our Support team's most frequently asked "How do I?" queries:

  1. How to approve/unapprove invoice lines (Bulk vs Individual)
  2. The options that give you control over what each client sees on an invoice
  3. Printing documents via the invoice
  4. Using source records to make quick and easy changes from the invoice directly back to the clinical record
  5. Unallocating and allocating payments - What's changed?

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