Consolidated invoice - shelter

Shelters invoice their services for the care of animals that do not have an owner to the municipalities.The functionality Consolidated invoice - shelter enables preparing and creating the invoice

In this chapter, we will present you a user example of creating an account for the municipality. The functionality is located in the menu

Veterinarian | Registers | Register of Owners and Animals, by clicking the button Wizards in the toolbar.

HINT Read more detailed information about the program forms in the Guide to PANTHEON VET, in the chapter Consolidated invoice - shelter.

CASE SUMMARY In the shelter, the person responsible prepares an invoice for the animal care services provided, which are billed to the municipality. The responsible person does this by following these steps: Opening the Create Document form Setting the Document parameters Document creation

1. Opening the Create Document form

The person responsible at the shelter wants to collect data to prepare a bill.

• In the Register of Owners and Animals the responsible person clicks the button (Wizards).
• The person responsible selects the option Consolidated invoice - shelter.
• The Create Document form opens.

Continues to enter the parameters for preparing the calculation.

2. Setting the Document parameters

The responsible person wants to set the parameters for the document, which will capture the desired events in the billing of services.

• In the Document type field, the person responsible chooses from the drop-down list, in our example: 3600 - Service invoicing.
• In the fields Date, Date of invoice and Date of VAT, the person responsible enter the information for the invoice: 31.12.2022.
• The person responsible enters the beginning of the data collection period in the field Date from: 1/12/2022.
• In the Date to field, the person responsible enters the end of the data collection period: 12/31/2022.
• In the Municipality field, the person responsible sets the municipality for which the statement is being prepared. In our example, the person responsible selects Ljubljana from the drop-down list.
• The person responsible clicks on the Search button and the program collects all the data according to the specified parameters on the Account overview tab.

HINT On the Analytics tab, you can view the details of the collected data for billing.

The person responsible continues with the creation of the invoice document.

3. Document creation

The person responsible wants to create an invoice for the services provided, which he collected for billing.

• Clicks on the Create document button
• The form 3600 - Service invoicing opens, where the invoice for sending to the municipality was created.