Invoice Based Financial System
All invoices are raised and payments for consultations and sales are handled from one centralised Point of Sale screen that integrates seamlessly with consultations and the client's account transaction ledger. The system is simple for anyone to learn to use.
- A single invoice can be raised for multiple consultations and sales for a client making invoice and payment handling simple, while maintaining correct clinical records
- Consultations can be easily selected from a ready-to-pay list
- Refund handling
- Ability to raise invoice/enter payment for previous dates, i.e. for field work done on the previous day
- Auto-lock on consultation charges when invoice is generated, lock can also be manually applied so the charges can be accessed with password and edited before invoice is generated
Locating Invoices and Client’s Financial Transactions
Invoices and other financial transaction for a client are quick and easy to locate. The navigational flow between software screens provides the user with a simple and logic overview of transactions from start to finish.
Estimates and Quotations
- Both estimates and quotations can be prepared, saved and printed
- Load consultation booking with items from previously saved estimate / quotation
- Locate existing estimate / quotation
Client Account Credit
- Pay credit directly into client's account
- Apply account credit as payment to invoices and statements
- Automatic notification if client has available credit when paying invoice
Financial Reports
A great range of reports provides a clear overview and detailed information of the entire financial transaction process, from listing consultation with charges not yet invoiced to tracking product sales and client transactions to bank reconcilliation and tax report on cash basis. More about reports...
- All reports can be sent via email directly from NLSVet
- Invoices can be emailed in batch
Transaction Security
Entering payment against an invoice is all done in a single transaction. This means that a payment transaction is either completely successful or entirely rolled back. This ensures that financial data records are never entered 'half' and therefore never leaving the user wondering if the payment was entered successfully or not. The single transaction method guards against compromised financial records as a result of user-input mistakes, no partial record updates and no doubling up of payment.
As added security meassure NLSVet runs a invoice data integrity check at regular intervals verifying payments.
A number of tools are available for the user to cross-check the data integrity of financial records.
Raising an invoice is also done in a single transacion thus providing the same data integrity security. Furthermore, the software checks to see if a user on another computer on the network has already raised an invoice for the consultation.
The functionality of the financial system can be extended with the Client Account module to enable the facility to send monthly statements or consolidated invoices.
