Overview

• The Invoice works on the charge entry date.
  • Invoice dates are based on when the charge was entered, not the date performed if they differ.
• The Charges Report works on the performing date and includes inpatient charges on the account.
  • This is like the statement option in Vetstar.
• The Charges Report and Invoice printing show the performing date on their output. 

Client Invoice

Hint: Print by date range for non-visit items such as food or an Rx. 

1. Bring up the client/patient in SANDI
2. Select the down arrow next to Client
3. Select Print
4. Select Invoice
5. Choose the Visit number or you can leave the visit number blank and specify a range of dates for the invoice to print:

Access the Charges Report in one of two ways:

1. From the Patient Dashboard under the Client Information Box, select the drop-down next to Client, and choose Charges Report.
2. Go to VetMed Reports & Queries and select Client Charges Report. 

Note: You can export or print the report. 

1. Select the drop-down beside Client in the Client Information Box.

2. Select Charges Report

3. Select your range of dates. (All charges, payments and adjustments made within the specified range of dates will show.)

Note: If you leave the Patient selection box empty, ALL patients will be included, or you can select a single patient.

4. Select Submit

5. Select Print, and the statement of charges will display as shown below.

Printing Group by Patient

Select the Group by Patient check box and Submit. (You can print this out also.)