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Billing

Create Invoice

Overview

Creating invoices in viggoVet is straightforward and flexible, allowing you to manage client payments, proforma invoices, and tax invoices efficiently. Whether you’re adding a medical service, consultation, or medication, this guide will walk you through the entire process.

To create a new invoice, navigate to Invoices from the side menu or the link below:

🔗 https://{your-clinic-slug}.viggo.vet/invoices and click Add Invoice

You can also create an invoice from:

  • Client Profile > Billing
  • Patient Profile > Invoices

Step-by-Step: Creating a New Invoice

Step 1: Fill in Invoice Details

  1. Invoice Date & Due Date – These are automatically set to the current date but can be adjusted if needed.
  2. Client (Required) – Select the client responsible for payment. This field is mandatory.
  3. Balance – Displays the client’s outstanding balance.
  4. Notes – Add any additional notes that will appear at the bottom of the invoice.

Step 2: Add Invoice Items

Each invoice allows multiple items, which can include:

  • Services, Fees and Procedures
  • Medications & consumables
  • Retail products

Adding an Item

  1. Click Add Item to open a new row.
  2. Select the Item from your inventory. The barcode scanner can be used to speed up item billing.
  3. Item Date – The date the service or medication was provided.
  4. Patient – Assign the item to a specific patient (multiple patients per invoice are supported, but they must belong to the same client).
  5. Provider – Select the vet who provided the service (important for sales reports).
  6. Price – This field is required; you can adjust it as needed.
  7. Discount (Optional) – This can be applied as a percentage (%) or a flat amount.
  8. Print Checkbox – If checked, the item will appear in the printed invoice.🔹 Tip: Use a barcode scanner to select items quickly using SKU or barcode.

Adding Medication Items

When adding a medication, an extra Edit Record modal will appear, allowing you to:

  • Add prescription instructions (these will be printed on the medication label)
  • Enter notes for internal use
  • Confirm the Provider

Step 3: Invoice Types & Saving the Invoice

viggoVet supports two invoice types:

1. Proforma Invoice

  • The invoice is not posted to tax returns until converted to tax invoice.
  • Once the client completes payment, it will be converted into a Tax Invoice with the final payment date as the posting date or can be converted manually regardless the payment.
  • To create a Proforma Invoice, click Create a Proforma Invoice instead of finalizing payment.

2. Tax Invoice

  • Can be created immediately by clicking:
    • Save and Close Now
    • Save and Pay Now
    • Save and Pay Later
  • Once saved, the invoice is posted to tax reports.

New Invoice Tips

  • Assign providers to track revenue per vet.
  • Apply discounts strategically to maintain revenue.
  • Use Proforma invoices to manage financials properly.
  • Ensure medication instructions are clear for patient safety.
  • Double-check pricing & tax settings before saving.


Additional action buttons appears per items in the invoice as following:

  • Duplicate Item – The small green button beside an item allows you to duplicate it.
  • Delete Item – The trash bin icon removes an item.
  • Print Label – Available for medications to generate a prescription label.
  • Print Invoice – Generates a printed copy of the invoice.