Generate a consolidated invoice

You can generate a consolidated invoice from the Sales page. After selecting the client from the filters section, you'll see some checkboxes that allow you to select the sales you want to consolidate under one invoice. A new button called 'Generate consolidated invoice' will pop up after selecting a minimum of 2 sales.

Simply click on the button to preview the consolidated invoice.

πŸ“Œ You can only generate a consolidated invoice for the same client.
πŸ“Œ The sales that already have an invoice can't be consolidated under another invoice so they won't have a check box available.

πŸ“Œ If you'd like to include another sale under an existing consolidated invoice you can do so at a later stage.


Preview consolidated invoice

In the preview, you'll see a summary of what's included in the invoice. You also have the option to choose the date. After you check that everything looks good, simply click on the button to generate it.


Update / Download a consolidated invoice

On the Invoices page, you can see a list with all your invoices (standard or consolidated)

If you'd like to include other sales / charges on a consolidated invoice, simply click on the edit icon. A popup will show up from where you can see what the invoice already includes and what other charges you can add. Click on the add button next to the sale in order to include new charges - the preview will update in real-time. Once you are ready to save the changes, click on Update Invoice.


Take payment on a consolidated invoice

Click on the arrow icon next to the invoice you want to charge for on the Sales page.

From here you can take payments and see the history of payments.

πŸ“Œ If you take full payment, all the sales will be marked as 'Paid'. If you only take a partial payment, the charges will be paid off starting with the oldest one.


Invoice design

The consolidated invoice has just some small differences compared to the standard invoice. The information is displayed differently based on the type:

A. Consolidated invoice for multiple pets (of the same client) 🐢🐱🐰

  • Each patient name and the date of the visit are displayed above the specific items;

  • There is a total displayed per patient;

B. Consolidated invoice for multiple visits of the same pet 🐢🐢

  • The patient details will be displayed in the header of the invoice (likewise the standard invoice);

  • The date of the visit is displayed above the specific items;

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