Billing
Writing off an invoice
Please follow the steps below to write off an invoice within the Billing module tab: 1. Click on Billing 2. Select "Write Offs" 3. From there the clinic can add a new write off and view existing ones From there the clinic can select the client and ...
Working with Refunds and Returns (Integrated Payments)
When utilizing Integrated Payments through Vetter, clinics have access to some additional methods to refund payments. In this article, we'll cover some of the dos and don'ts of processing refunds and returns. Payments Any payment made through ...
Taking deposits for euthanasias
If you prefer to take a deposit before performing a euthanasia, it is important to keep in mind that creating an invoice for the charges will trigger the "change patient status" action, if you have one set up. If the invoice is created before the ...
How to handle a returned check
Handling a returned check in Vetter is the same way it's managed in Quickbooks. Here's how: 1. Delete the payment in Vetter 2. In the newly reopened invoice make a note of the check number and NSF charge in the invoice note field 3. Add any NSF fee ...
Working with estimates
Estimates can be created as part of checking in an appointment, or manually in the Billing module. Bundles can be used to generate estimate templates. Once approved, estimates can be converted into invoices, which will also provide the option to ...
Working with invoices
An invoice will automatically be created whenever a new medical record is added to a patient's profile (assuming another open invoice isn't already available). Invoices can also be created manually when checking in an appointment, from the Billing ...
Setting payment terms for invoices
Payment terms are used to determine when an invoice becomes past due for purposes of the Accounts Receivable report and applying late fees. For more information about applying late fees, please see applying late fees to past-due accounts. To set ...
Reconciling cash
The "cash reconciliation" feature provides an easy way to reconcile cash transactions for each day. The software will automatically tally all of the cash transactions that has occurred during that day and summarize those transactions, as well as any ...
Recording a bounced check
To record a bounced check: Navigate to the applicable payment (i.e., from the "billing" tab in the client's profile, from the applicable invoice, or from the "payments" tab in the Billing dashboard) Click on the gear icon for the payment, and select ...
Working with credits
Credits are monies the practice owes a client. Credits can be created in several ways - manually from the Billing dashboard, manually from an invoice, as part of a return, and as a result of an overpayment. Creating Credits To create a credit from ...
Managing payment types
Whenever a payment is recorded, you'll be able to specify what form that payment was in. Common payment types (e.g., cash, check, and credit card) are available by default. However, you can edit or delete these defaults, or add your own payment ...
Recording a deposit
Deposits allow you to record receipt of payment from a client in advance of providing services. When a deposit is recorded, a corresponding credit will be created for that client. That credit will then be available for paying open invoices. To ...
Securely storing credit card information on file
This feature is only available as part of Integrated Payments We allow for the secure storing of client credit card information as part of Integrated Payments. Cards that are stored on file can be used to pay invoices, as well as to automatically ...
Applying late fees to past due accounts
Late fees can be automatically applied to past due invoices as a one-time fee or as a percentage of the outstanding balance due. The late fee feature is managed under "configurations" in Settings. Enabling Late Fees To enable the late fee feature, ...
Recording payments
Payments can be collected multiple places - when checking out an appointment, in the invoice, or in the Billing module. To collect a payment when checking out an appointment: Click on the appointment Click on "check out" at the bottom of the form ...
Creating account statements for clients
Account statements can be created en masse through the Accounts Receivable report. To create account statements: Click on Reports at the top of the page Click on "Billing" Click on the 'Accounts Receivable' report Click on 'Print Statements' in the ...
Working with returns
Returns are used for recording when clients return purchased products. They allow for recording the return of multiple items simultaneously, and provide a more clear record of the transaction than simply deleting the original record. To create ...
Exempting clients from taxes, late fees, or billing statements
To exempt a client from being taxed, being charged late fees, or receiving billing statements: Navigate to the client of interest. Click "Edit Profile" Choose "Exempt from" and select a value from the drop-down list, repeat as needed Click "Save + ...
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Intro to DaySmart Vet Training (Workflow) every Tuesday at 10 AM PST
Every Tuesday at 10 AM PST we will be hosting a live and interactive training session for new Vetter customers. This can also be helpful for new employees of existing Vetter customers, as well as for those who simply want a refresher. Please see ...
Treatment board
Introduction The treatment board is a simple way to manage all of your hospitalized patients in one place. It ties together appointments, medical records, inventory, and billing, and updates everyone in real-time to ensure that patients are getting ...
Adding patients
All of your patients are managed under the Patients module. There are several places from which you can add a patient, including from the Patients dashboard, when scheduling an appointment, and when assigning a new relationship to a client. To add a ...
Checking in and checking out appointments
Checking in and checking out appointments is one of the core features of the schedule. There are many automations and efficiencies that are tied into these two functions, including creating medical records and invoices, collecting payments, and ...