Adding to Batch Evaluation Invoice for One Owner
How to Add to Existing Batch Evaluation/Invoice Without Creating a Separate Invoice
Quick Guide "Cheat Sheet"
Problem: A batch evaluation had already been created & invoiced for just one owner with several horses & you wanted to add another horse to that batch & invoice owned by the same owner without creating a completely separate invoice.
This is for when you have a batch for one owner with several horses all owned by him/her has already been invoiced. You will need to add another horse to that owner's invoice (which should have been in the batch but it was overlooked or just now being added after the fact)
Here is a summary of the steps when both evaluations & invoices were created on the Web Admin:
- From the Web Admin: Go to the dollar sign (top left icon that takes you to invoice area)
- Click manage invoices/quickbooks
- Find that specific invoice created for the batched horses with that one owner
- Un-finalize the invoice
- Invoice will be completely eliminated
- The batch evaluation will move exactly as it was prior to invoicing in its entirety back to open evaluations
- To add another horse to that same owner's bill, create a new evaluation for that one horse which has the same owner as the un-finalized batch invoice
- Add the correct plan items & anything else needed in the SOAP (notes, etc.)
- Make sure both the batch & the new evaluation you created are correct with items/products
- Save & Close both the batch & the one additional evaluation you created
- Go to the dollar sign button again
- Click manage invoices/quickbooks
- Click To Be Billed
- Find the owner you want to re-invoice with ALL of his horses & evaluations
- To see that, click the plus sign (+) to the left of the owner to make sure all evaluations are there
- When you see everything is correct you are ready to create the invoice
- Click Bill Customer
- Follow the process & finalize a new invoice for that one owner with all of his horses & treatments now included.