NEW: One receipt for multiple invoices, and the best of VetConnect PLUS is built into Neo
Now when a client pays for multiple pets, all those transactions can be printed or emailed on a single receipt. Ditto for when a client pays multiple invoices for the same pet, or even when you need to print multiple unpaid and partially paid invoices.
Note: To use the new feature, a one-time setup is required.
There are two new super form variables
- [invoice_details]
- [invoice_details_tax_labels]
Either variable will allow your practice to print or email multiple invoices together if the client happens to pay more than one invoice at a time. When added to your default invoice templates, the variables will:
- Group by patient and display totals for each selected invoice
- Sort the invoices by patient name and then invoice number
- Display the totals of all selected invoices
- Display the payment made for all selected invoices as a total per payment method
- Display the remaining unpaid balance for the selected invoices.
Setup options
- Setup option #1: To simplify your setup of this new feature, we’ve created a new invoice form that already has the new variables. Select the new _invoice_v3_ as your Default Invoice template in Administration > Company Settings.
Note: You can format the _invoice_v3_ template under Forms & Certificates, as needed. - Setup option #2: Update your existing default invoice template
- Confirm your default invoice templates in Administration > Company Settings
- Go to Forms & Certificates, locate the default invoice template, and click on the name.
- Replace the Products/Services table with one of two new super form variables:
Tip: To delete the Products/Services table, right-click anywhere in the table. Then select Delete Table. - Type one of the new super form variables in the template:
- [invoice_details]
- [invoice_details_tax_labels]
Note: See the end of this article for information about what details the super form variables include.
- Save changes
Also in this release, to save time and help you provide more personalized care, we’ve put even more of the power of VetConnect PLUS right inside Neo. Neo is the first practice management software with an interface that’s identical to the VetConnect PLUS online portal! You can trend and share results, send client friendly summaries, open diagnostic images—and more—without ever leaving Neo.
Additional resources
Add or update a form or certificate
FAQs: Invoices and payments
Reprint or email an invoice or consultation
Take a payment
Using form variables
View results for all patients
View and share results for one patient
|
[invoice_details] |
[invoice_details_tax_labels] |
|
Patient ID |
Patient ID |
|
Patient Name |
Patient Name |
|
Invoice Date |
Invoice Date |
|
Invoice Number |
Invoice Number |
|
Products |
Products |
|
Quantities |
Quantities |
|
Prices excluding tax |
Prices excluding tax |
|
Tax percentage |
Tax percentage |
|
Line totals including tax |
Line totals including tax |
|
Total for patient invoice including tax and discounts |
Total for patient invoice including tax and discounts |
|
Subtotal for all patient invoices excluding tax and discounts |
Subtotal for all patient invoices excluding tax and discounts |
|
Total Discount for all patient invoices |
Total Discount for all patient invoices |
|
Total tax for all patient invoices |
Total tax for each tax rate for all patient invoices. Tax rate name and tax rate total display for each tax rate with an amount greater than $0 |
|
Total for all patient invoices including tax and discounts |
Total for all patient invoices including tax and discounts |