Invoicing for shelters

Shelters invoice municipalities for their services in caring for unowned animals. For the purpose of preparing the statement and creating the invoice, functionality is available Invoicing for shelters.

In this chapter, we will present a user case for creating an invoice for the municipality. The functionality is located in the menu 

 Veterinary | Codes |​ Code of owners and animals, by clicking the button Wizards in the toolbar. 

TIP For more detailed information about the program forms, read in The PANTHEON VET Guide, in the chapter Shelter - invoicing.

CASE DESCRIPTION In the shelter, the responsible person prepares the invoice for the services provided for the care of animals, which are charged to the municipality. This is done in the following steps:  Opening the form Creating a document Setting parameters Document Creating the document

1. Opening the form Creating a document

The responsible person in the shelter wants to collect data to prepare the invoice. 

• In the Code of owners and animals clicks the button (Wizards).
• Selects the option Collective invoice for the shelter. 
• The form Creating the documentopens.

Continues by entering parameters for preparing the invoice. 

2. Setting parameters Document

The responsible person wants to set parameters for the document that will capture the desired events in the service invoicing.

• In the field Document type from the dropdown list selects in our case: 3600 - Invoicing service.
• In the fields Date, Invoice date and VAT date enters the data for the invoice: 31.12.2022.
• The responsible person in the field Date from enters the start of the data collection period: 1.12.2022.
• In the field Date to enters the end of the data collection period: 31.12.2022.
• In the field Municipality sets which municipality the invoice is being prepared for. In our case, selects from the dropdown list: Ljubljana.
• The responsible person clicks the button Search and the program collects all data according to the specified parameters on the tab Invoice overview. 

TIP On the tab Analytics you can view the details of the collected data for invoicing.

The responsible person continues with creating the invoice document. 

3. Creating the document

The responsible person wants to create an invoice for the services provided that have been collected for invoicing. 

• Clicks the button Create document. 
• The form 3600 - Invoicing service, opens, where the invoice for sending to the municipality has been created.

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