To create a new discount in this list, you need to create a new discount product within the product group Administration costs (Go to Extra > Products > Products). The discount will be specified in an additional invoice line. Here you can add a discount in terms of a percentage over the total value of the monthly invoice. This option can be used to add discounts automatically to invoices generated with monthly invoicing. Tick this box if you do not want to charge the administration fee for monthly invoices associated with insured patients. No Administration Fee for insured patients Note that the product will need to have the setting "euthanasia" enabled in the product settings (tab Product Info) for the system to recognize it as such. Tick this box if you do not want to charge the administration fee for monthly invoices associated with euthanasia. Tick this box if you do not want to charge the administration fee for monthly invoices which are automatically paid by bank collection (direct debit). To do this, set a fee value – above which the administration fee will not be applied. If you are using a set administration fee, you can set the fee to apply only to monthly invoices with a small amount. Fees are defined as products in the product group “administration costs”. Simply select the required fee from the drop-down. You can define a default charge associated with the administration of invoices of this type when they are generated with monthly invoicing. In order to allow invoices with a negative amount (credit invoices) a negative amount can be entered. If, for instance, you don’t want to invoice if the total of uninvoiced items (of one client) is less then £50, enter 50 in this field. An invoice will only be created if the invoice amount exceeds the amount entered here. In the table below we will describe each field. On the monthly invoicing page you can configure standard invoice and discount settings that will be applied when you are invoicing via > Financial > Monthly Accounts. More about this What is the tab ‘Monthly invoicing’ for? You have now created a new invoice template. This could be a marketing message (“Don’t forget to de-worm your pet”), or it could be a pleasantry (“Happy holidays!”). However, if you would like to add a specific invoice text for this invoice type it can be done here.
0 Comments
Leave a Reply. |