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Veterinary POS: Process Sales, Invoices & Payments

Updated on September 2, 2026

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Agile operational design: The Point of Sale (POS) process in Vetzilla seamlessly links the commercial checkout operation with the patient's medical record and inventory control in one automated workflow.

Step 1: Start a Sale at Checkout

There are two strategic ways to initiate a transaction in the system:

Via Direct Access (Recommended for Consultations)

From the Pet's Profile, click the blue + Start visit button. The system will automatically generate the invoice, linking the patient and their owner immediately, which dramatically speeds up clinic workflow.

Via Sales Menu (Recommended for Walk-ins)

Navigate to Sales & Purchases → Sales and select create a new sale. You will need to use the search bar to find the client and then select the corresponding pet if a clinical service is being provided.

Step 2: Adding Products and Medical Services

The available billing options adapt intelligently depending on whether the sale is linked to a patient or is simply an over-the-counter retail transaction:

Checkout Scenario What you can add to the ticket Why it works this way
With a patient selected Medications, retail products, dewormers, and all clinical services (consultation, imaging, surgery, laboratory, grooming, etc.). Guarantees that every charged medical procedure is irreversibly recorded into the patient's electronic medical record (EMR).
Without a patient (Walk-in Retail) Physical retail products only (pet food, OTC medications, accessories). Medical services will be disabled. Prevents the creation of orphaned clinical records that corrupt the hospital's medical statistics.
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Administrative Tip: If you ever need to bill a service generically to a one-time walk-in, you can create a Generic Client/Pet profile (e.g., "General Public") for these specific accounting cases.

Step 3: Inventory and Medical Record Automation

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Automatic Stock Depletion

As soon as the sale is processed, Vetzilla automatically deducts the stock levels of the sold products. No manual adjustments required.

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Price and Tax Calculation

If your catalog is configured, your checkout staff only needs to scan or add items. Final retail prices and tax brackets apply automatically.

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Clinical Synchronization

Every medical service or vaccine added to the bill is automatically appended to the treated pet's medical file.

For more details on how to structure your commercial catalog, see the Inventory Configuration Guide.

Step 4: Recording Payments and Split Transactions

Once the invoice items are consolidated, proceed to register the incoming payment:

Multiple Payment Methods (Split Bills)

Click the Pay button to open the transaction terminal. You can register one or several payment methods to clear a single sale (e.g., split the bill paying part in cash and the rest via credit card).

Automated Clearing

As soon as the outstanding balance reaches 0, the invoice will automatically be marked as Paid and will reflect on the daily cash register report.

Accounts Receivable & Client Debt

If the sale is closed with a pending balance, the debt will immediately post to the Owner's Profile. From there, you can audit their credit history and collect the remaining balance on their next visit.

This transactional workflow is designed to eliminate human error at checkout, ensuring your warehouse, patient files, and practice finances remain perfectly synchronized.