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3.5 Creating Estimates and Stand Alone Invoices

How to Create Estimates and Stand Alone Invoices

Updated over 10 months ago

  1. Go to Calendar View, Click on the Dropdown Menu, and Select "Create Invoice"

2. Select the Pet and Owner Account You Wish to Generate an Invoice for

3. Click "Create Invoice"

4. Choose between Generating an Estimate or Change to Complete if You Wish to Record as a Stand Alone Invoice

Click edit to add products, services, bundles, and prescribed only products. Notify the client through either Email or SMS.

Click "Generate Temporary Invoice" to download a printable PDF.

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