Create document: Invoice

In the process of veterinary work, the treatment document is the basis for preparing the final document of the invoice or delivery note. 

In this chapter, we will present an example of creating an invoice. The invoice or delivery note document is created via the button  (Create document). The functionality is located on the treatment document in the tab Service performed, which we access in the menu Veterinary | Treatment.

TIP For more detailed information about the program forms, read in the PANTHEON VET Guide, in the chapter Create document.

CASE DESCRIPTION Owner Grega Gozdar brought his hunting dog Tip for rabies vaccination. The veterinarian performed the vaccination, entered the data into the treatment. The receptionist prepared the final invoice. The process was carried out with the following steps:  Creating the treatment document and entering data into the tabs Creating the invoice document Issuing the invoice

1. Creating the treatment document and entering data into the tabs

The responsible person creates the treatment document, then enters the data about the animal owner and the details of why the animal is in the treatment process. 

The detailed procedure is described in the chapter Entering treatment (general). 

TIP Details about entering data into the tab Vaccination and Service performed can be read in the chapters Vaccination and Service performed.

In our case, the responsible person creates Treatment: 23-CLI3-000019.

2. Creating the invoice document

The responsible person has entered all the data in the treatment document, now wants to create the invoice document. 

• The responsible person clicks on the tab Service performed, sub-tab Invoicing.
• Clicks on the button Create document. 

WARNING In the treatment document, the checkbox for issuing the document Invoiceis pre-selected. In this case, it is not necessary to specify the choice. If you want to create a delivery note document, change the checkbox to Delivery note. For more details, read the chapter Create delivery note.

• A form opens Creating document. Since the types of documents are already pre-set, the responsible person does not need to manually fill in the fields. ​

TIP You can pre-set the types of documents that should be created for the invoice. The detailed procedure is described in the chapter XXX.  If you do not have set connections, select the desired type of document from the drop-down list in the Document type field.

• The responsible person clicks on the button Create document. 

• A form for POS opens: 3203 - Pos Clinic, where the number of the treatment document from which the invoice document was created is recorded. 

TIP Details about working with the POS form are described in the chapters of the user manual Issuing retail invoice and the technical manual POS invoices. You can also add other items that the owner would like to purchase (and are not of type: medication).

3. Issuing the invoice

The responsible person wants to issue an invoice for the services rendered and goods purchased. 

• The responsible person clicks on the button Pay invoice. 

• A window opens with a preview of the invoice print: 856 - Invoice - thermal printer.
• The responsible person clicks on the button Print. 

TIP Shortcuts and automatic sending to print can be set up without opening previews. This speeds up the work and reduces the number of steps. For details, contact pomoc@datalab.si