Billing Preferences

• A locked invoice is unable to be edited or deleted.

• If the number of days field is left blank, invoices will never lock, and the infinity symbol will be visible.

• If this field is set to 0, invoices lock at midnight on the day of creation.

• When enabled, the High Total of the estimate is the default amount generated by the Take Deposit option.

• When enabled, all line items on an invoice must be assigned to a provider; if not, the Finalize button is disabled, and a reminder will populate to Fix Blank Providers.

• When enabled, duplicate line items on the invoice merge into a single line item with the appropriate quantity on the Invoice PDF.

• When using Card Connect and enabled, the Email to Pay and Text to Pay buttons from the Estimate page are hidden.

• This preference is incompatible with other payment integrations (Stripe, Square, etc.)

• When enabled, confirm to send an email verification from the confirmation message.

Vetspire will create a single client invoice for all patients examined simultaneously unless this preference is enabled.

• When enabled, individual invoices are created for each patient, even when they belong to the same client.

• A Donation field is added to the Checkout screen when this option is enabled.

• A Tip field is added to the Checkout screen when this option is enabled.

• Enable an Issue Credit button on patient invoices.

• Send a notification to the providers listed on Estimates, Invoices, and the Orders section of the associated Encounter when a client processes their payment after sending a Text to Pay link.

• When enabled, buttons are added to the top of the estimate, allowing the consent and deposit to be sent simultaneously via text or email.

• When enabled, all line items on the invoice with a quantity of 0 are hidden on the invoice PDF.

• This option adds a Cash Bank field to the End of Day Reconciliation.

  • At the end of every day, the amount in the Cash Bank should match the amount set in the Location Settings.

• Marking an invoice as uncollectible removes the invoice amount from the location’s revenue, so the amount is no longer reflected as Due on the customer’s billing page.

  • If this field is blank, the setting defaults to 30 days.

• Enable when no change is taken for Cash Transactions.

  • When a client pays with cash, the system creates and applies an account credit to pay the change portion.

• When enabled, a reason must be selected to apply a manual discount to line items on invoices.

• This preference will cause a receipt to print on the CardConnect terminals for every CardConnect transaction processed.

• Display additional text when capturing new consent for an estimate.

  • Text appears directly above the signature box on the Consent Form.

  • This field supports a limited subset of HTML and macro expansions.