Invoicing in Veterian

An invoice brings together what the clinic did and what the client owes for it. Treatments logged on a visit arrive on the invoice already listed; products and services are added on the invoice itself.

Invoicing is also where stock moves: adding a product to an invoice deducts it from inventory.

Start Here

Create an invoice covers the whole flow — selecting the client, adding lines, the invoice details drawer, and recording payment as you save.

Guides in This Section

Guide	What it answers
Create an invoice	The lines, the summary, tax-inclusive entry, recording payment, statuses, e-documents, and what deleting an invoice affects
Discounts	The two methods, how to change or remove a discount, and the legacy method on older invoices
Record a payment	Recording money received, applying it across unpaid invoices, and what deleting a payment does to them

Worth Knowing First

• Check the invoice before issuing an e-document. Once an e-invoice has been sent, the invoice cannot be edited.
• The two discount methods produce different tax figures, even though the page shows the same total. Which one you pick matters at filing time.
• Deleting an invoice does more than remove it — stock returns and recorded payments are re-applied. The confirmation lists what will be affected.

Related

• Record a treatment — where invoice lines come from
• Record a visit — checkout, where most invoices begin
• Hospitalization — billing a stay before you empty the box