Keep invoice line items from scattering
When exam, vaccine, product and service line items are tracked in separate places, the invoicing process gets harder.
Invoices, payments and account tracking
Track every step clearly, from exam to invoice and from payment to account balance.
Manage the invoice line items, collections, partial payments and open balances created after an exam, linked to the client and patient profile.
Don't let missed payments and open balances leave clinic revenue unclear.
When exams, vaccinations, product sales and payment transactions are tracked in different places during the day, financial records easily fall apart. Veterian links the invoice and payment process to the client profile.
The goal isn't just to create an invoice; it's to keep the financial value of the service delivered clear, traceable and visible to the team.
Don't leave payment status unclear
When received, pending or missing payments aren't clearly visible, the end-of-day check wastes time.
Don't let open balances be forgotten
Partial payments, previous debts and remaining amounts can be tracked together with the client profile.
Keep invoice details, payment status and remaining balance on the same screen.
Total amount, collected payment, open balance, product and service line items can be tracked neatly on the same invoice screen.
Invoice Details
Financial record created after the visit
Add PaymentCreate E-Document
Client
Adam Jansen
Patient
Leo
Invoice Status
Partial paymentProducts and Services
DescriptionQtyUnit PriceTotal
General exam
Service
Combination vaccine
Vaccine
Preventive product
Product
Total Amount Due
₺2.480
Subtotal₺2.050
Tax₺430
Total₺2.480
When the exam is done, don't leave the financial process half-finished.
In Veterian, payment tracking isn't just about issuing an invoice. Exam, product, service, payment and account balance all move linked together in the same flow.
01
The exam is completed
At the end of the visit, the services provided and procedures performed move into the financial flow.
02
Product and service line items are added
Exams, vaccines, medications, products or extra services are linked to the invoice line items.
03
The invoice is created
The invoice is saved linked to the client, patient and visit information.
04
The payment is processed
Cash, card, bank transfer or partial payment is tracked on the same record.
05
The account balance is updated
If there's a remaining payment, it stays visible as an open balance on the client profile.
Client Details
Adam Jansen
+44 500500500
A
Outstanding Balance
₺1.280
Revenue Amount
₺12.970
Credit Balance
₺0
Leo · Exam invoice
Partial payment received
₺49,04
Open balance
Leo · Vaccine visit
Paid by card
₺120,00
Paid
Credit balance updated
Applied to the client account
₺181,48
Credit
Keep the client balance visible at the next visit.
Previous invoices, payments received, open balances and credit balance are shown together on the client profile. That way the team doesn't have to search for the payment status again at the next transaction.
Open balances
Not fully paid invoices stay visible on the client profile.
Payment history
Card, cash, bank transfer or partial payment activity can be tracked.
Patient link
Invoices can be associated with the relevant patient and visit history.
Team visibility
Payment status can be checked by the team at the next transaction.
Don't let financial records stay disconnected from other clinic operations.
Invoices and payments can be reviewed together with client, patient, visit, product and report processes.
Daily collections
₺18.450
Invoices issued
24
Open balance
₺6.800
Pending payments
7
Clients
Invoice, payment and balance history can be tracked from the client profile.
Visits
Financial records created after an exam move linked to the visit history.
Products and services
Sold products, performed procedures and provided services can be added to invoice line items.
Reports
Revenue, collections, open balance and sales items can be reviewed through reports.
Frequently asked questions
What people wonder about invoices, payments and account tracking
In Veterian, invoices can be tracked linked to client, patient and visit information. This way the invoice history can be viewed from the relevant profile.
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