Create a summary document

The healing process is often a prolonged process, where the animal is treated multiple times. In this case, the veterinarian keeps multiple treatment records for the animal - during each visit - and the final billing is done when the healing process is completed.

Creating a summary document allows all treatments related to the same healing process to be combined into a single billing document - an invoice or delivery note, which closes the open treatments. 

Access to the functionality for creating a summary document can be obtained by clicking in the menu Veterinary | Reception, tab Billing.

Below, we have prepared a user example for creating a summary invoice document for open treatments of the same animal.

Case description The animal owner Adam Chihuahua brought the animal to the veterinary clinic due to a paw injury and later for wound dressing. After the final examination, the veterinarian assessed that no further treatments were necessary. At the reception, the receptionist now wants to create an invoice for the services performed, which were recorded in multiple treatments. This is done as follows: Review of the list of completed treatments Creating a summary document

TIP The user example for entering data into the treatment document, performed by the veterinarian, is described in the chapter Treatment entry.

1. Review of the list of completed treatments

The responsible person wants to find treatments for the clients for whom they will issue an invoice.

• On the form Reception, they click on the tab Billing, located on the panel Filters.​​
• In the table Create invoices, they see a list of all completed treatments. In our case, there are two treatments for the client Adam Chihuahua, for which billing documents (invoice or delivery note) have not yet been created, and they want to create a single combined invoice for them.

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TIP Double-clicking on Treatment key opens the document of the selected treatment.

2. Creating a summary document

In the second step, the responsible person wants to select treatments from the list for the owner for whom they will create an invoice.

• They click (one click - for selection) on one of the treatments for the animal owner Adam Chihuahua.

Below the list, there are toggles available for the type of document to be created: Invoice or Delivery Note. 

• In our case, they click on the toggle Invoice, to issue an invoice.
• Then they click the button Create document.

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• The form Create document

opens.​ TIP On the tab Treatments  you can see a list of all unbilled completed treatments for the selected animal owner. On the form Create document you can click on the tab Item list

• to review which items will be included in the billing document, along with quantities and prices. In the selection field Select

• (selection), you can click to determine which treatments you want to include in the invoice preparation. In the field Document type
• you select the desired document type from the dropdown menu, where the invoice will be created. In our case, select: 3203. In the field Date
• the date of the performed service is automatically displayed: 17.5.2023. In the field Invoice datethe invoice issue date is automatically displayed: 17.5.2023.
• In the VAT date field, the VAT date is displayed based on the invoice date. 

• The responsible person wants the notes entered in the treatment document to be transferred to the invoice, so they check the selection box Transfer note.
• Then they click the button Create document.

A new form opens, where they see the created invoice 3203 – POS Clinic, with transferred data from the selected treatment documents.

• Then they click the button Invoice payment.

TIP For content where the process of selecting the payment method and printing (and fiscalization of the invoice) continues, refer to the chapter New invoice. We recommend reading the user manual for working with the POS module, which the program redirects you to when creating invoices.