About Invoices
Invoices in Vetspire list all products and services for which a client owes payment.
When a client is billed for products and services for more than one of their pets, the patients are combined into a single invoice.
Invoices are automatically created in encounters when you order products and services through the encounter.
You can view all of a client’s previous and current invoices in the Billing tab of Patient Chart.
Example invoice content:
Invoice Statuses
Open: The invoice is in-progress and has not been finalized.
Due: The invoice has been finalized. Full or partial payment is due.
Paid: Full payment has been received for the invoice.
Collections: Debt collection is being pursued, and payment is expected. The client’s account is flagged as In Collections.
Uncollectible: Debt cannot be collected. The invoice amount is subtracted from the client’s account balance and removed from your clinic’s revenue reports.
Create an Invoice Outside of Encounter
Vetspire Recommends
Invoices are often created within encounters so that the client can be billed for products and services received during the patient’s visit.
We recommend invoicing through encounters to ensure that the client’s billing activity is accurately associated with the patient’s medical record and medication history.
You can create an invoice outside of an encounter through Patient Chart, such as for retail items.
To create a new invoice:
Go to Patient Chart > Billing.
Select the New Invoice button.
Add products and services using the Search for order to add… field.
Edit line item details and add discounts or coupons as needed.
Select Finalize.
The invoice is saved in Patient Chart > Billing in the Due status.
Can an invoice be deleted?
An invoice can be deleted when the following criteria are met:
The invoice is in the Open status (i.e., has not been finalized).
No payments have been applied to the invoice.
The invoice is not linked to a locked encounter.
To delete an invoice:
Go to Patient Chart > Billing.
Locate the invoice you want to remove in the Invoices table.
Select the trash can icon in the invoice row.
