# Create an Invoice

Build an invoice in Veterian — picking the client, adding treatments and products, the tax-inclusive entry switch, and recording payment as you save.

An invoice brings together what the clinic did and what the client owes for it. Treatments logged on a visit arrive already listed, and you add products and services yourself.

## Where to Find This Section

1. Open **Invoices** from the left menu.
2. Click **New Invoice**.

## How to Create an Invoice

Creating an invoice takes two steps: add the lines, then fill in the invoice details.

1. Open **Invoices** → **New Invoice** and select the customer.
2. Add the lines.
3. Click **Create Invoice**. A drawer opens for the dates, notes and any payment.
4. Save.

Once you select the client, the top of the page shows their **Credit Balance** and **Outstanding Balance**, so you can see before you start whether they are owed money or owe it.

## The Lines

Each line shows **Description**, **Quantity**, **Unit Price**, **Tax (%)** and **Total**.

### Products and Services

Use the **Search product/service** box to add anything the clinic sold. Adding a product deducts it from stock, so an invoice also creates the inventory movement.

> **Caution**
> If the product does not have enough stock, Veterian refuses the line with *Insufficient stock.* Restock or correct the quantity; the invoice will not save until the warning is resolved.

### Treatments

Treatments recorded on a visit appear in their own **Treatments** card, separate from the products you add here.

> **Note**
> On the invoice you can change a treatment line's price and tax rate only. To change what was actually done, go back to the Treatment section on the visit.

### Calculate From Total

**Calculate From Total** applies to the whole invoice, not to a single line. With it on, you enter the tax-included total for each line and Veterian calculates the unit price back from it. Use it when the figure you agreed with the client already includes tax.

## Invoice Summary

The summary totals in this order: **Subtotal**, **Discount**, **Tax** and **Total**, with the **Total Amount Due** shown alongside. Discounts are covered on their own page. See [Discounts](/billing/discounts).

The total must be greater than zero for the invoice to save.

## Invoice Details

The drawer that opens from **Create Invoice** holds the remaining details:

| Field | Notes |
|---|---|
| **Invoice Date** | Required |
| **Due Date** | Optional. Set one and the client is notified on that date; after it passes, the invoice reports how many days it is overdue |
| **Invoice Note** | **Printed at the bottom of the invoice.** Not internal |
| **Note** | Marked **Private** and visible only to staff |

## Recording Payment

You can record payment in the same drawer while creating the invoice, using **Payment Amount**, **Payment Method** and **Payment Note**. You can also skip this and add the payment later from the invoice itself.

- **Add Payment** records money received. The status badge moves to **Partly Paid** or **Paid** depending on the amount.
- **Pay Using Customer Credit** settles the invoice from the client's credit balance where they have one.
- Pay more than the invoice and Veterian offers to put the difference toward the client's other unpaid invoices.

## Statuses

Invoices filter on **Unpaid**, **Paid**, **Partly Paid** and **Overdue**. Overdue is calculated from the due date rather than set by hand.

## E-Documents

Where the e-document integration is connected, an invoice can be issued as an **E-Invoice**, **E-Archive** or **E-SMM**, and sent to the client automatically once it is approved.

> **Warning**
> An invoice cannot be edited once its e-invoice has been sent. Check it before you issue the e-document, not after. Lines with a 0% tax rate cannot go into an e-document at all.

## Deleting an Invoice

Deleting an invoice does more than remove it: the products go back into inventory, and any payments already recorded are either returned to the client's credit or applied to their other unpaid invoices. The confirmation lists what will be affected before you commit.