Billing Preferences

Lock finalized invoices at midnight after X days

A locked invoice cannot be edited or deleted. If the number of days field is left blank, invoices will never lock. If you set the field to 0 days, invoices will lock at midnight on the creation date.

Default the take deposit amount to the high end of estimate

When enabled, the High Total value of an estimate is the amount taken by default when you select Take Deposit.

Disable the ‘Finalize’ button on an invoice if there are items with no provider selected

When enabled, all line items on an invoice must be assigned to a provider. If they are not assigned, the Finalize button is disabled on the invoice and a “Fix blank providers!” alert displays.

Merge the duplicate items on Invoice PDF

When enabled, duplicate line items are merged into a single line item with the aggregate Quantity and Cost on invoice PDFs.

Hide the buttons 'Email to Pay' and 'Text to Pay'

This setting is for organizations who have Card Connect integrated with Vetspire. When enabled, the Email to Pay and Text to Pay buttons are hidden in the estimate window.

Upon invoice finalization prompt to send out email verification to client

When enabled, users receive the following system prompt: “Do you want to send an email to the client to verify their email address?”

Enable to split patient invoices

When enabled, separate invoices are created for each of a client’s patients. When disabled, a single invoice is created for all patients.

Display field to enter a donation amount upon checkout

Toggle on to add a Donation field to the Checkout window.

Display field to enter a tip amount upon checkout

Toggle on to add a Tip field to the Checkout window.

Do not allow your employees to create order items

When enabled, users cannot create a new product when adding products to an order.

Add an 'Issue Credit' button when viewing a patient invoice

When enabled, the Issue Credit button displays on invoices.

When a client pays using 'Text to Pay', notifications are sent to providers on the Order/Estimate and user who sent the text

When enabled and a client pays using Text to Pay, a notification is sent to the providers listed in the estimate, invoice, and order sections of the associated encounter.

Add buttons to estimate page to allow for one-click to send link for consent and deposit

Toggle on to enable the Text Consent/Deposit and Email Consent/Deposit buttons in the estimate window.

Hide items with zero quantity on the printed invoice PDF

When enabled, all line items with a Quantity of 0 are removed from the invoice PDF.

Enable the end of day cash bank feature

Toggle on to add a Cash Bank field to Financials > End of Day.

At the end of each day, the amount in the Cash Bank field should match the Cash Bank Amount value in your location settings.

Enable marking invoices as 'uncollectible' after X days

Marking an invoice as Uncollectable removes the invoice amount from the location’s revenue report. The amount is no longer shown as Due in Patient Chart > Billing.

By default, this field is set to 30 days.

Enable rounding down of cash invoices

Toggle on when change is not collected during a cash transaction. The system will automatically create and apply an account credit to cover the change portion of the transaction amount.

Require discount reasons for line-item level manual discounts on invoices

When enabled, users must select a Reason from the drop-down menu to apply a discount to an invoice line item.

Print receipt for Card Connect terminals on every charge

Toggle on to print a receipt on a Card Connect terminal for every processed Card Connect transaction.

Disable enrolling patients in wellness plans

Toggle on to disable the sale of wellness plans.

Main text for Estimate Consent Form

and

Additional Legal Text for Estimate Consent Form

This is the text that displays in estimate consent forms shared with clients. Variables are supported in both text templates.

To view an estimate consent form, open the Estimates window in an encounter and select Capture New Consent.

Legal Text for Estimate

This text displays on estimate PDFs. You can use variables in this text template to customize the forms for each client and patient.

To generate an estimate PDF in an encounter, open the Estimates window and select Download PDF.