Which settings are required for invoicing a pet health plan?

When you’ve created a Pet Health Plan (PHP) and have assigned it to a patient, the costs of the plan will need to be billed to the pet owner. This article explains the settings needed on a patient level to enable monthly pet health plan billing. If you outsource the billing of pet health plans, this article does not apply to you.

Before you start

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Step-by-step instructions

  1. Find the patient and click the Patient Data tab.
  2. Scroll down to the “Subscription” section and click .
  3. In the pop-up screen, you can enter the details of the subscription. Select the start and end date for the monthly subscription fee.
  4. Choose “monthly” as the period from the drop-down menu.
  5. Search and select the product you have created for the Pet Health Plan fee.
  6. Click Save to save and close the subscription.
  7. Click Save again to save and close the patient data.

Should you invoice the PHP subscriptions via direct debit, please read on below.

More about this

Additional settings for direct debit of the pet health plan

If you choose to invoice the PHP subscriptions via direct debit, you need to take the steps below.

  1. Click the tab Client Data.
  2. Click the (sub)tab Financial.
  3. Tick the box by “direct debit”.
  4. Scroll down and click Save.

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Updated on 19 May 2022
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