Note
This function is currently only available in a limited number of customer environments.
The finalized invoice page shows consultation details alongside invoice information. It allows staff to review treatments and medications and complete checkout tasks while reviewing both in one place.
From this page, you can:
Review consultation details
Check invoice items and medication types
Add payments
Create credit notes
Print or share the invoice
Clinical and billing information are available in the same view.
On the client page, select the Billing tab.
Alternatively, got Records > Invoices from the left-hand sidebar and select View invoice next to the relevant invoice.
Review Consultation Details
The consultation summary in the sidebar displays clinical information that helps staff confirm follow-up needs and schedule future appointments.
Select the stethoscope button to view the consultation overview.
Review:
Reason for visit
Diagnosis
Discharge instructions
Use this information to confirm treatments and follow-up needs during checkout.
Review Invoice Items
In the Overview tab, you can:
View all invoice items
Confirm treatments and medications
Assign the responsible staff member using the Assign option
Understand Medication Types
Administered: Medication given to the patient during the visit in the clinic.
Dispensed: Medication provided to the client for home use, along with medication usage instructions.
You can also select the assign button under the Actions column to assign the veterinarian, or clinic staff, who administered the item.
Perform Checkout Tasks
You can perform common checkout tasks directly from the invoice view.
Add a Payment
Select Pay invoice at the top right.
Choose a payment method from the dialog. If you don't see the option you are looking to use, select More payment methods.
Select the Payment date and enter the payment Amount.
Select Add.
To view payments, open the Payments tab.
Create a Credit Note
To refund or correct a finalized invoice, create a credit note.
Note
Note that the following user permissions are required to add credit notes:
Can transfer credit note to prepayments
Can credit items on invoices
Can create credit note
Can create credit notes for credit notes
Can use 'Credit and invoice again' in credit note modal
Can create credit notes from invoices with insurance claims
Select the button with three dots at the top-right > Credit note. You can also create a new credit note by selecting the + New credit note button on the Credit notes tab.
In the dialog, choose one of the following options:
Fully credit the invoice
Credit some invoice items
Credit the invoice, create new draft
Select Continue for the draft credit note to be created.
Go to the Credit notes tab and select the eye button to view and finalize the credit note.
For more information, see credit notes.
Print or Share an Invoice
Select the button with three dots and select Share to send the invoice by email or mark it as sent to the client.
Select the button with three dots, select Print and choose a print option.
Before sending the invoice by email, ensure that the client’s email address is correct in the sidebar.
Add Tags and Remarks
You can add tags and remarks to a finalized invoice to categorize it and include additional notes.
To open the tags and remarks panel, select Tags & remarks in the sidebar.
The panel includes the following sections:
Tags: Select + Add tag to assign tags to the invoice. Tags help you categorize and filter invoices.
Internal remarks: Add notes that are only visible to clinic staff. Internal remarks are not included on the invoice sent to the client. The maximum length is 260 characters.
Public remarks: Add notes that are visible to the client, for example, on the printed or emailed invoice. The maximum length is 260 characters.