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General Description

This screen is used to setup a laboratory's invoices.

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Invoice Setup Tab

The Invoice Setup Tab is a series of parameters for the lab's invoices.  These include the email address for which to send payments, the formatting, and additional comments that can be added to invoices specific to the lab.

You can also add in any adjustment reasons that will be used by this lab on the Accounting screens.  Additional accounting setup is handled on other tabs in Lab Setup.

Invoice Parameters

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FieldDescription
Remit To NameThe name of the person or department to whom checks should be made out.
Remit To AddressThe address to which payments should be mailed.
Remit to CityThe city of the address for mailed payments
Remit to CountryThe country of the address for mailed payments
Remit to State (Or Province)The state or province of the address for mailed payments.
Remit to ZipThe zip code or postal code of the address for mailed payments.
PrefixIf lab invoices should have a specific prefix entered before the invoice number, it can be set in this field.
Print Credit Card Remittance on InvoicesIf a user can pay with credit card on invoices, this flag can be selected to include the option.
Auto Post Payments to Direct Charge AccountsFor clients set up as a Direct Charge account, the payment can be automatically applied against the invoice when this flag is selected.
Payment TypeThe type of payment that will flag the Direct Charge account auto pay.  Custom payment options are available under Accounting Setup, and any type set as Direct Charge will be available on this drop down menu.  If no custom Direct Charge payment types are entered, it will default to standard Direct Charge.
Invoice FormatChoice between a summary of charges, or full charge detail.
Invoice Print OrderChoice between the Account Number, the Statement Number, or Account Name on the top of the invoice.
Group ByCharges on invoices can be grouped by Clinic, RDVM, or Owner, or by a custom client type you have entered on the Accession setup.
Invoice CommentAny additional comments you want to include for this lab on invoices. 

Adjustment Reasons

This section allows you to add Adjustment reasons that will be available on the accounting screen for clients of this lab.  Each lab can have unique reasons for adjustments, so they are handled on a per lab basis in VetView.

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Add New Adjustment Reason

Click on the Add button to add a new adjustment reason.  A small window will option.  Adjustment reasons are simple text strings only.

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Setup & Admin Guides
Setup & Admin Guides
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