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Create Invoice Screen

The Create Invoice form is used to bill a registered pet parent, pet, and optional consultation for the active clinic.

Create invoice screen with callouts

Quick guide:

  • 1 shows the invoice details panel
  • 2 starts the pet parent lookup flow
  • 3 is the product or service search box
  • 4 adds a custom line item
  • 5 is the save action after totals are reviewed

Main sections​

The form is split into:

  • Invoice Details
  • Items

Invoice details fields​

The form can include:

  • working clinic
  • quotation link when created from a quotation
  • pet parent search
  • pet selector
  • consultation selector
  • invoice date
  • due date
  • status
  • payment mode
  • amount paid
  • coupon code
  • notes

Items section​

Staff can:

  • search products, services, or medicines
  • add custom line items
  • set quantity
  • set unit price
  • apply line discount percent
  • apply line tax percent
  • review running totals

Important behavior​

  • pet options depend on the selected pet parent
  • consultation options depend on the selected pet
  • membership discounts apply automatically after saving
  • the form calculates subtotal, discount, tax, and grand total live