Quick bill is the point-of-sale screen for the front desk. You can open it from the sidebar, or from the Bill button on a client, patient or appointment, which fills in the client and pet for you.
1. Add items
- Search for the Client (name or phone). The Patient is optional.
- Use Add service to search your price list and Add product to search inventory by name or SKU. Use Custom item for anything else.
- Change the quantity or unit price on any line if needed.
Products show how many are in stock. If you're about to sell more than the system has, the line warns you.
2. Discounts and tax
- Enter a Coupon code to apply one of your coupons.
- Enter an Extra discount amount if needed.
- Tax is added at your clinic's rate from Settings, and the total updates as you go.
3. Take payment
- Choose the method: Cash, Card, Transfer or Other.
- For cash, enter Cash received and Vetlyn shows the Change due. For card or transfer, add the slip number or transfer ID as the Reference.
- To take a part payment, enter a smaller amount. The balance stays on the invoice.
- Press Charge. If no payment is entered, the button reads Issue unpaid.
Vetlyn creates the invoice, records the payment, and opens the invoice so you can print a receipt. Use Save as draft if you want to finish the bill later.