Veterinary billing and practice reporting software

Manage invoices and recorded payments

Create invoices against client records, record payments and review due or overdue invoices. Client finance and the practice finance view give the team context for account enquiries.

Explore practice activity

Review reports based on appointments, patients, financial records and stock. Choose tables or charts and group results by relevant fields, such as appointment status or stock category.

Agree what a report means

Before using a report to make a decision, check its source, time period and grouping. Recorded invoice and payment activity should be reviewed with your practice's accounting process; a PMS report does not replace financial advice.

A workflow to explore with your team

1. Open the verified client's finance record.
2. Create the invoice and record payments as they are received.
3. Review outstanding balances and follow up through the team.
4. Use the relevant report to examine recorded practice activity.