Invoices causing blank entries in clinical records
Hi,
When charging a client via an invoice, an entry appears on an animals clinical record
such as xx/xx/xxxx- No Reason - No Clinician [Completed]. We usually like to put
sales through as an invoice to an actual client rather than OTC as it makes tracking
easier and refunds less messy than if put through as an OTC.
The problem is that clinical records end up with very long sequences of
xx/x/xxxx - No Reason - No Clinician [Completed]
xx/x/xxxx - No Reason - No Clinician [Completed]
....
Is there a way to remedy this?
Cheers Geoff
Re: Invoices causing blank entries in clinical records
Hi Geoff,
When you create a new charge for a client (Client>Charges>New) you have the option of a counter sale, invoice or credit. (See attachment)
You need to choose counter sale for this situation. If you do a counter sale it is attached to the client's account which won't create any visit details. This can be used for counter sales of things like worming, flea control, etc and can still be tracked.
If you are dispensing medication or having a visit you create an invoice which will allow visit notes, medication labels, etc.
Cheers,
Matt Y.