Clear quotes, accepted and signed
You prepare the quote for a surgery with anaesthesia, tests and hospitalisation, the client accepts it with their signature and, when the work is done, it passes to payment.
Quotes are made with prices including VAT, which is how the client understands them. They are sent by email or printed, and have their validity and their status: draft, sent, accepted, rejected or expired.
When the client accepts, they sign on the tablet. Then, “Convert to charges” takes the lines to the point of sale to be paid when the work is done, without retyping them.
What you can do
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VAT included
Lines with the final price, as the client sees it.
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Statuses and validity
Draft, sent, accepted, rejected or expired.
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Signed acceptance
The client signs on the tablet when accepting.
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Convert to charges
The lines pass to the point of sale when the work is done.
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Sent by email
Or printed, to hand over in person.
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Duplicate
Reuse a similar quote as the basis for another client.
What you see on screen
Every area of the screen has a purpose. This is how it is organised:
- 1Quote lines with prices including VAT.
- 2Status and validity of the quote.
- 3On acceptance: client signature and move to pending charges.
How it works, step by step
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1
Create the quote
For example, a surgery with anaesthesia, tests and hospitalisation.
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2
Send it
By email or printed.
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3
Accept and sign
When the client agrees.
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4
Convert to charges
And take payment when the work is done.
Tip: For large quotes, ask for a payment on account when it is accepted: it is deducted automatically at payment.
This module, like all of Zenivet, works in Spanish, Catalan, Galician, Basque and English. Languages
Frequently asked questions
No: it becomes pending charges, which are invoiced when paid. That way you can adjust what is finally done.
Yes, each quote has its validity and becomes expired if it is not accepted in time.
Yes, as a payment on account from the point of sale. It is deducted when paying.
Related modules
- Surgery and consent forms Informed consent forms signed on the tablet with an integrity hash, surgical record and anaesthetic record. See the module
- Point of sale and till Payment of consultation charges and shop sales on one screen, split payment, payments on account and cash count. See the module
- VERI*FACTU invoicing Full, simplified and corrective invoices with chained hash, tax QR code and submission to the AEAT. See the module
Shall we look at it in your clinic?
We’ll show you this module with cases from your everyday work, in a half-hour video call with no commitment.