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IDEXX Cornerstone Enhancement Requests
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Invoice items

Showing 32

Item count tracking in patient history

Users request an efficient method to bill (invoice) a client for a 'package of services' one time (such as 10 laser therapy treatments) and decrement the available services per visit with patient history entries (ex: 2 of 10 laser therapy) and dec...
over 5 years ago in Invoice items 0 Future consideration

Auto inactivate invoice item after no use after x years

Automatically inactivate an invoice item not used (sold, linked, received) in certain number of years (configured)related tasks: remove from group/pick lists, travel sheets, linked items, reminders to satisfy, inventory details, special actions, m...
over 5 years ago in Invoice items 0 Future consideration

Increase Invoice Item ID field length to more than seven characters

Increase Invoice Item ID field length to more than seven characters to better accommodate larger item lists and alignment to chart of accounts/item classifications
over 7 years ago in Invoice items 0 Future consideration

Remove special action alert for Documents set to Print after invoice posted

When document special action is setup on an invoice item to print "After Invoice Posted" it would be nice to not have the special action window pop-up during invoice posting process asking user to process or continue , just creates extra steps in ...
about 4 years ago in Invoice items / Medical Notes / Correspondence 0 Future consideration

Add 'breed' selection to smart groups

Have a BREED choice option in the group setup. Like there is a species choice associated with items in a group, but breeds, too. eg: choose All or Maine Coon cats for proBnP testing annually. Or eg: Glaucoma prone breeds for Glaucoma testing with ...
over 2 years ago in Invoice items 0 Future consideration

Allow user to copy existing invoice item when creating new item

Allow user to copy existing invoice item when creating new item to increase efficiency and ensure new item setups match existing.
about 7 years ago in Invoice items 0 Future consideration

Enable departing instruction use for estimates

Users would like to be able to have a message/instruction that would print onto the estimate for any relevant invoice item, similar to a departing instruction, that is available on an estimate, not just on an invoice or pvl.
over 2 years ago in Estimates / Invoice items 0 Future consideration

Setting for emailing a document vs print from special actions

Would like to email a document when a certain item is used. When using a special action on an invoice item that prints a document upon a posted invoice. Adjust special action to have a setting to automatically email a document upon invoice (withou...
over 2 years ago in Invoice items / Medical Notes / Correspondence 1 Future consideration

Add multiple vendor item IDs to an item from same vendor

would like the ability to enter the same vendor multiple times in the item vendor window of the invoice item inventory tab. Sometimes we have to order a similar item from the same vendor but produced by a different manufacturer due to supply chain...
over 2 years ago in Inventory / Invoice items 0 Future consideration

Have a 'no discounts' option for invoice items

Users request a setting that will not allow an item to have discounts applied to better preserve their pricing structure and prevent overzealous discounting by their staff.
over 2 years ago in Invoice items 0 Future consideration