12.2. Creating Invoices for Volume Clients

Create Invoices for Volume Clients at End of Day.

At the end of each day, once all animals are checked out, create invoices for any volume clients who had animals that day. When an invoice is generated, it is pushed to the volume client portal where the client can submit payment.

Create a Volume Client Invoice.

To create an invoice for volume clients, follow these steps.

1. Open Accounting.
2. Select Volume Clients.
3. Select Bill.
4. Choose the date range to bill for, such as the current date.
5. Select Search.
6. Review the charges to confirm accuracy.
7. Select the checkbox for each volume client to be billed.
8. Select Generate Invoice.

After the invoice is generated, no additional action is required. The volume client pays the invoice through their volume client portal.

The volume client also receives an email notification letting them know their invoice is ready.

Important: If you do not use integrated credit card processing, volume clients cannot pay their invoice via the VCP. Instead, you will need to collect payment, then use the Volume Clients > Apply Payment tool to record the transaction.