Tutorial
From Appointment to Invoice
Follow a visit from scheduling through checkout and payment — the complete workflow.
8:00How-To GuideWritten for: Front desk and office managers
What you will learn
- •Schedule and check in an appointment
- •Add services and generate an invoice
- •Process payment and close the visit
Schedule the appointment
Go to Appointments and click the time slot you want. Search for the patient, select the appointment type (wellness exam, sick visit, etc.), and save.
Check in and see the patient
When the pet arrives, click Check In on the appointment. The vet will add notes, diagnoses, and treatments during the visit. Each of these gets added to the patient timeline automatically.
Checkout and payment
When the visit is done, go to the checkout screen. Review the services, generate the invoice, and process payment. VetOS records each step — so if there is ever a billing question later, you have a clear record of what was charged and when.
Checklist
- • Schedule the appointment
- • Check in the patient on arrival
- • Vet adds notes and treatments
- • Generate invoice at checkout
- • Process payment