Description
This screen allows you to set the billing-related defaults that will be used when creating new clients for a particular laboratory.
Screenshot
| Number | Name | Description |
|---|---|---|
| 1 | Default State | This determines which state will be defaulted when creating a new client (can of course be changed if the client lives out of state). |
| 2 | Default In-State Price Level | This is the default Price Set Level that will be used for charging clients (can be changed on each client if desired). |
| 3 | Enable Out of State Billing | Enabling this option means that clients with billing addresses in a different state than your laboratory's will be charged using a different Price Set Level. |
| 4 | Late Fee Type | The options are: No Late Fee - No late fees will be applied. Set Amount - VetView will place an admin-specified flat fee onto the bill as a late fee. Invoice % - The late fee will be a percentage of the invoice total. Set Amount + % - The late fee will include both a flat fee and a percentage of the total invoice. |
| Not Pictured | Months Late | Sets the number of months late a bill must be before late charges accrue. |
The Receiving Lab Client Accounts section is used to associate a client with another laboratory for billing purposes.
Example: Clinpath staff occasionally order D-Lab tests on Clinpath accessions. In order to bill Clinpath properly, D-Lab will have to come to this screen and associate the Clinpath laboratory with a D-Lab client created to represent the laboratory. Once this is done, the D-Lab will be able to generate invoices for Clinpath like any other client.
