Summary
The following table summarises the standard Document Templates and their Types and usage.
| Document Template Name | Template Type | Used by/for |
|---|---|---|
| Bank Deposit | Bank Deposit | Reporting|Deposits|Print |
| Customer Account Balance Report | Customer Account Balance | Reporting|Debtors|Report |
| Counter Sale | Customer Counter Sale | Customers|Charges|Counter Sale|Print |
| Credit | Customer Credit | Customers|Charges|Credit |
| Estimation | Customer Estimate | Customers|Estimates|Preview|Print |
| Invoice | Customer Invoice | Customers|Charges|Invoice|Print |
| Receipt | Customer Payment | Customers|Payments|Payment|Print |
| Statement | Customer Statement | Reporting|Debtors|Print & Send All |
| Grouped Reminders Report | Grouped Reminders | Reporting|Reminders|Send All |
| Message | Message | Workflow|Messaging|Print |
| Desexing Certificate | Patient Form | check-in processing |
| Vaccination Certificate | Patient Form | check-in processing |
| Patient Image | Patient Image | Patients|Medical Records|Documents|Print where the item is an Image |
| Referral Letter | Patient Letter | report macro |
| Reminder Cartrophen First | Patient Letter | Reporting|Reminders|Print & Send All |
| Reminder Desexing First | Patient Letter | Reporting|Reminders|Print & Send All |
| Reminder Vaccination First | Patient Letter | Reporting|Reminders|Print & Send All |
| Reminder Vaccination Puppy and Kitten First | Patient Letter | Reporting|Reminders|Print & Send All |
| Reminder Vaccination Second | Patient Letter | Reporting|Reminders|Print & Send All |
| Drug Label | Patient Medication Label |
Customers|Charges|Invoice & Patients|Medical Records|New|Medication where item has a dispensing label |
| Patient Clinical Event | Patient Visit | Patients|Medical Records|Print |
| Patient Reminders Report | Reminder Report | Reporting|Reminders|Report |
| Clinician Sales Report | Report | Reporting|Reports |
| Customer Acquisition Report | Report | Reporting|Reports |
| Customer Balance Report | Report | Reporting|Reports |
| Customer List Report | Report | Reporting|Reports |
| Customer Payments Report | Report | Reporting|Reports |
| Customer Product Sales Report | Report | Reporting|Reports |
| Customer Reconciliation Report | Report | Reporting|Reports |
| Customer Referral Report | Report | Reporting|Reports |
| Customer Sales Report | Report | Reporting|Reports |
| Patient Acquisition Report | Report | Reporting|Reports |
| Patient Deceased Report | Report | Reporting|Reports |
| Patient List Report | Report | Reporting|Reports |
| Patient Sterilisation Report | Report | Reporting|Reports |
| Practice Clinician Sales Report | Report | Reporting|Reports |
| Product List Report | Report | Reporting|Reports |
| Product Price List Report | Report | Reporting|Reports |
| Stock Reorder Report | Report | Reporting|Reports |
| Stock Take List Report | Report | Reporting|Reports |
| Stock Valuation Report | Report | Reporting|Reports |
| StockTake Sheet Report | Report | Reporting|Reports |
| Counter Sale Items | Sub Report | line items component of Report |
| Credit Items | Sub Report | line items component of Report |
| Estimation Items | Sub Report | line items component of Report |
| Invoice Items | Sub Report | line items component of Report |
| Invoice Reminders | Sub Report | line items component of Report |
| Order Items | Sub Report | line items component of Report |
| Receipt Items | Sub Report | line items component of Report |
| Statement Items | Sub Report | line items component of Report |
| Order | Supplier Order | Suppliers|Orders|Preview & Generate |
| Till Balance | Till Balance | Reporting|Till Balances|Print |
| Work In Progress Report | Work in Progress Charges | Reporting|Work In Progress|Report |
