Generate all invoices for a client over a specific period

Ecrit par contact@vetup.com sur 1 septembre 2023. Publié dans 2023, FAQ - Frequent veterinarians asked questions, Finances: Invoices, Vetup Software

If you wish to generate all invoices for a client over a specific period (for instance, if you work with breeders or shelters and provide them with their invoices once a month…),

• Click on « finances« / « visits to be invoiced« 

• Enter the relevant period and the client’s name in the “search” field.

• Check the boxes of the invoices you want to create.
• You then have 2 options:
  • If you click on « Generate invoices« , one invoice per visit will be generated (in this example, the creation of 8 separate invoices)
  • If you check the box « one invoice per client » before clicking « Generate invoices« , a single invoice combining the different visits that have not been invoiced yet for a client will be generated (in this example, a single invoice combining the visits from 01/01/23 and 31/12/23 will be generated for the client Lucille Portrat).