Vet Clinic Invoice, Stock & Supplier Management – Features
Invoice, Stock & Supplier Management

Complete Clinic Operations —
Billing, Stock & Suppliers

A complete billing, inventory, and supplier management system built for veterinary clinics — create professional GST or non-GST invoices, manage pharmacy stock in real time, track supplier balances, and generate branded PDFs instantly.

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3-Step
Invoice Wizard
GST
Tax Invoice Support
PDF
Branded Export
4+
Access Roles
360°
Supplier Tracking

End-to-End Billing &
Inventory in One Place

Every feature is purpose-built for veterinary clinic operations — from front-desk billing to director-level stock and supplier oversight.

🧾

Guided 3-Step Invoice Creation

A clean wizard walks staff through patient selection, line-item entry, and review — minimizing errors and ensuring nothing is missed before an invoice is finalized.

Patient LookupItem EntryReview & Confirm
💱

GST & Non-GST Support

Toggle GST billing per clinic. When enabled, invoices show as "Tax Invoice" with GST number, itemized GST columns, and GST-specific invoice numbering (e.g. 12-GI-001).

GST InvoiceNon-GST InvoicePer-Item GST Rate
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Real-Time Stock Management

Track pharmacy drugs, surgical supplies, and consumables with live quantity levels. Stock is automatically deducted when an invoice uses a stock item and restored if the invoice is deleted.

Auto DeductAuto RestoreReorder Alerts
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Full Stock Audit Log

Every quantity change is logged — who changed it, when, why, and which invoice triggered it. Directors get a searchable, filterable audit trail for complete accountability.

Who ChangedWhen & WhyInvoice Link
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Services & Items Catalog

Build a reusable master catalog of clinic services (consultations, X-rays, blood reports) and stock items (drugs, supplies). Each entry has an MRP, default discount, and GST rate.

ServicesStock ItemsMRP + Discount
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Branded PDF Invoices

Generate print-ready PDF invoices with your clinic's letterhead, logo, legal name, address, GST number (when applicable), line items, totals, T&C, and banking details.

LetterheadGST ColumnsBank Details
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Smart Invoice Numbering

Invoice numbers are auto-generated and never reused — even after deletion. GST clinics get a separate GST sequence (12-GI-001), non-GST per creator (12-I-001).

Sequential IDsGST vs Non-GSTNo Reuse
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Payment Methods & Status

Record payment method on each invoice — cash, card, UPI, or bank transfer. Track invoice status from draft through to paid or cancelled with clear visual indicators.

Cash / Card / UPIDraft → PaidCancelled
🔐

Director-Isolated Data

Every invoice, stock item, service, and setting is completely isolated per clinic director. Multi-clinic setups stay perfectly separated with no data leakage between clinics.

Per-DirectorMulti-Clinic SafeSecure

Create Any Invoice in Three Simple Steps

The guided invoice wizard prevents mistakes, speeds up billing, and works equally well for receptionists and vets.

1

Patient & Visit Details

Select the patient from existing records. Their owner details, pet profile, case ID, and visit date are pre-filled automatically.

Auto-fill from case records Link to lab report (optional) Visit date & payment method
2

Add Services & Items

Pick from your services catalog and stock inventory. Quantities, rates, discounts, and GST amounts calculate instantly as you build the invoice.

Services from catalog Stock items (deducted live) Per-item discount & GST
3

Review & Finalize

See the full invoice summary with subtotals, discounts, GST breakdown, and net total before confirming. Terms and conditions are auto-applied from settings.

Full totals summary GST breakdown (if enabled) Save as Draft or Finalize
Invoices
12-GI-024 ₹ 2,850
Max (Dog) — John Smith
12-GI-025 ₹ 1,200
Bella (Cat) — Priya Patel
12-GI-026 ₹ 4,450
Lilo (Dog) — Ravi Kumar
12-GI-027 ₹ 750
Tiger (Cat) — Meena Shah

All Invoices, Beautifully Organized

The invoice dashboard gives your team an instant, searchable overview of every bill — with quick filters to find exactly what you need in seconds.

  • Card-based view shows invoice number, patient, amount, and status at a glance
  • Live search by invoice number, owner name, or pet name
  • Filter by status (draft, paid, cancelled) and date range
  • View full invoice details, edit drafts, or download PDF in one click
  • Auto-sequential invoice numbers — deleted invoices never recycle their number
  • GST invoices and regular invoices use separate numbering sequences
Stock Management
Item
Type
Qty
Status
Amoxicillin 250mg
Drug
142
In Stock
IV Fluids 500ml
Surgical
8
⚠ Low
Syringes 5ml
Surgical
2
Critical
Ketamine 50mg/ml
Drug
56
In Stock

Never Run Out of Critical Supplies

Live stock levels update automatically with every invoice. Visual indicators flag low and critical stock before you run short — and the full audit log keeps every change accountable.

  • Live stock levels for drugs, surgical supplies, and consumables
  • Visual progress bars with low-stock and critical alerts
  • Stock auto-deducted when included in an invoice line item
  • Stock auto-restored when an invoice is deleted or edited
  • Manual stock adjustments with required reason — always logged
  • Full audit log: every change recorded with user, timestamp, and invoice reference

Professional Invoices Your Clients Keep

Every invoice becomes a polished, print-ready PDF with your clinic's full branding — complete with GST details, itemized line items, totals, and banking info for easy payment.

  • Clinic letterhead with logo, legal name, address, and contact
  • "Tax Invoice" title when GST is enabled, "Invoice" otherwise
  • GST number and per-item GST columns (GST mode only)
  • Subtotal, total discount, total GST, and net total clearly shown
  • Default terms & conditions pulled from clinic settings
  • Bank account details printed for easy payment reference
  • Works with custom clinic letterhead backgrounds
Happy Paws Veterinary Clinic
GST: 24ABCDE1234F1Z5 · +91 98765 43210
🧾 TAX INVOICE
Invoice No
12-GI-024
Date
04 Jun 2025
Patient
Max (Dog)
Owner
John Smith
ItemQtyRateGSTTotal
Consultation1₹500₹45₹545
CBC Report1₹800₹72₹872
Amoxicillin 250mg10₹28₹25₹305
X-Ray (Chest)1₹1,200₹108₹1,308
Subtotal₹2,600
Discount-₹0
GST Total₹250
Net Total₹2,850

Set It Once, Applied Everywhere

Directors configure their clinic details once — every invoice, PDF, and report automatically picks up the correct branding, currency, and terms.

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Clinic Identity

Clinic name, legal entity name, address, mobile number — printed on every PDF invoice and tax invoice.

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Currency Selection

Choose from USD, EUR, GBP, INR, AUD, and more — or enter a custom currency symbol for local currencies.

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GST Toggle

Enable or disable GST billing clinic-wide. Toggling changes invoice numbering, PDF layout, and GST column visibility system-wide.

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Terms & Conditions

Write your default T&C once. They appear automatically on every new invoice and can be edited per invoice if needed.

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Banking Details

Bank name, account number, IFSC, and UPI ID stored securely and printed on invoices so clients know exactly how to pay.

🔒

Director-Only Access

Invoice settings are accessible only to the Clinic Director role — keeping billing configuration secure and consistent.

Right Access for Every Team Member

Role-based permissions ensure every staff member sees and can do exactly what their job requires — nothing more, nothing less.

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Clinic Director

  • Full invoice create, edit, delete
  • View all invoices clinic-wide
  • Configure invoice settings & GST
  • Manage services & stock catalog
  • View complete stock audit log
  • Manual stock adjustments
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Veterinarian

  • Create and edit invoices
  • View all clinic invoices
  • Manage services & items catalog
  • View and adjust stock levels
  • Download PDF invoices
👩‍⚕️

Para-Vet

  • Create new invoices
  • View all clinic invoices
  • View current stock levels
  • Download PDF invoices
🗂️

Receptionist

  • Create and manage invoices
  • View all clinic invoices
  • View current stock levels
  • Download PDFs for clients
Supplier Management Module

Track Every Supplier, Bill &
Outstanding Balance

A complete supplier and purchase bill management system — track who you buy from, what you owe, and how your stock gets replenished.

🏢

Supplier Directory

Maintain a complete profile for every supplier — company name, contact person, mobile, WhatsApp, email, GST number, PAN number, address, city, state, pincode, and country.

Contact DetailsGST & PANAddress
🗂️

Supplier Types & Payment Terms

Categorize suppliers by type — Pharma, Surgical, Equipment, Feed/Nutrition, Lab Supplies, or Other. Set payment terms (Net 30, Net 60, etc.) and a credit limit per supplier.

Pharma / SurgicalPayment TermsCredit Limit
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Supplier Banking Details

Store each supplier's bank name, account number, IFSC code, bank branch, and UPI ID — so all payment information is always at hand when settling bills.

Bank AccountIFSCUPI ID
📊

Live Supplier Balance Dashboard

See lifetime purchased, lifetime paid, total outstanding, and overdue amount per supplier — all calculated live from confirmed purchase bills and payments.

Lifetime PurchasedOutstandingOverdue
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Purchase Bill Management

Record purchase bills from any supplier with full line items — item name, batch number, expiry date, quantity, purchase rate (tax-inclusive), MRP, and tax rate. Link directly to your stock catalog.

Batch NoExpiry DatePurchase Rate
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Automatic Stock Replenishment

When a purchase bill is confirmed, linked stock items are automatically restocked. Qty is added to the existing stock level, batch and expiry are updated, and the MRP is refreshed if it changed.

Auto Add StockBatch & Expiry UpdateMRP Refresh
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Bill Payment Recording

Record partial or full payments against any purchase bill. Supported methods include cash, bank transfer, cheque, and UPI. Store a reference number, bank name, cheque number, and optional payment proof attachment.

Cash / Bank / Cheque / UPIReference NoPayment Proof
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Aging Report

See your outstanding dues bucketed by how overdue they are — 0–30, 31–60, 61–90, and 90+ days. Quickly identify which suppliers need to be paid urgently before relationships suffer.

0–30 Days31–60 Days61–90 / 90+
📒

Supplier Account Ledger

A full debit/credit ledger for each supplier — every purchase bill and every payment shown chronologically with a running balance, giving you a clear account statement at any time.

Debit (Bills)Credit (Payments)Running Balance
Supplier Management
Suppliers
12
Total Bills
48
Purchased
₹2.4L
Outstanding
₹38,500
Overdue
₹12,200
Supplier
Type
Terms
Outstanding
Status
Medpharma Supplies
Pharma
Net 30
₹18,500
Active
SurgiCare India
Surgical
Net 45
₹0
Active
LabEquip Pro
Equipment
Net 60
₹20,000
Active
PetNutrition Co.
Feed
Net 15
₹0
Inactive

Every Supplier, All Their Balances — At a Glance

The supplier dashboard shows your entire supplier network with live financial summaries. Spot overdue suppliers instantly and drill into any account with one click.

  • Search suppliers by name, contact person, mobile, or email
  • Filter by supplier type (pharma, surgical, equipment, feed, lab) and status
  • See lifetime purchased, outstanding balance, and overdue amount per supplier in the list
  • Dashboard stats bar shows clinic-wide totals: all suppliers, bills, purchased, outstanding, and overdue
  • Active / Inactive status to manage supplier relationships
  • Director-isolated — no data visible across clinics
Purchase Bills — Medpharma Supplies
Bill #
Date
Due Date
Grand Total
Status
PB-2025-041
01 Jun 2025
01 Jul 2025
₹18,500
Partial
PB-2025-038
15 May 2025
14 Jun 2025
₹9,200
PB-2025-031
02 May 2025
01 Jun 2025 ⚠
₹6,400
Overdue
PB-2025-021
10 Apr 2025
10 May 2025
₹14,000
PB-2025-041 — Line Items
Amoxicillin 250mg · Batch A41
50 units
₹28/unit
₹1,400
IV Fluids 500ml · Batch B12
30 units
₹95/unit
₹2,850

Full Purchase History for Every Supplier

Every purchase bill is tracked from creation to full payment — with line-item detail, payment status, overdue flags, and stock links all in one place.

  • Record bill number, bill date, due date, and received date per purchase bill
  • Add line items with item name, batch number, expiry date, qty, purchase rate (GST-inclusive), and MRP
  • Link line items directly to existing stock catalog items for automatic qty updates
  • Bill status: Draft, Confirmed, or Cancelled
  • Payment status auto-calculated: Unpaid, Partial, or Paid
  • Overdue flag shown when due date has passed and bill is not fully paid
  • Attach bill images (up to 5 photos) and an optional bill file for record-keeping
  • Internal notes per bill — visible to staff only, not on any printout
Payment History — Medpharma Supplies
Date
Bill #
Method
Reference
Amount
05 Jun 2025
PB-2025-041
UPI
TXN892341
₹10,000
30 May 2025
PB-2025-038
Bank
NEFT-4421
₹9,200
20 May 2025
PB-2025-031
Cheque
CHQ-00812
₹3,000
12 May 2025
PB-2025-021
Cash
₹14,000
Total Paid
₹36,200

Track Every Rupee Paid to Every Supplier

Record payments against any bill at any time — partial payments are tracked until the bill is fully settled. Every payment has full audit detail.

  • Payment methods: Cash, Bank Transfer, Cheque, and UPI
  • Store reference number, bank name, and cheque number per payment
  • Attach a payment proof file (receipt or screenshot) to each payment
  • Bill payment status auto-updates to Partial or Paid as payments are recorded
  • Delete a payment to reverse it — bill balance and status recalculate instantly
  • View all payments for a supplier across all their bills in the Payment History tab
  • Overpayment protection — system blocks payments that exceed the bill balance
Aging Report
Outstanding Dues by Age
Supplier
0–30 Days
31–60 Days
61–90 Days
90+ Days
Medpharma
₹18,500
₹6,400
₹0
₹0
LabEquip Pro
₹0
₹0
₹20,000
₹0
Ledger — LabEquip Pro
Date
Type
Reference
Debit
Credit
Balance
10 Apr
Bill
PB-021
₹20,000
₹20,000
15 Apr
Pmt
NEFT-331
₹0
₹20,000

Know Exactly What You Owe and How Overdue It Is

The Aging Report and Account Ledger give directors complete financial visibility over supplier payables — so nothing is forgotten and no relationship is accidentally strained.

  • Aging Report buckets outstanding dues by days overdue: 0–30, 31–60, 61–90, and 90+ days
  • Only active suppliers with outstanding balances appear in the aging view
  • Supplier Account Ledger shows every bill and payment in chronological order
  • Running balance column always shows the exact amount owed to the supplier at any point in time
  • Bills show as Debit, payments show as Credit — clear double-entry style account statement
  • Accessible from the supplier detail view under the Ledger / Account Statement tab

From Purchase Bill to Restocked Shelf — Automatically

Confirming a purchase bill instantly updates your pharmacy stock — no manual entry required after the bill is saved.

1

Create Purchase Bill

Select the supplier and add line items. Link each item to your stock catalog, and enter the purchase rate, MRP, batch number, expiry date, and quantity.

Supplier selection Line items with batch & expiry Linked to stock catalog
2

Confirm the Bill

Change the bill status from Draft to Confirmed. This triggers the stock update — quantities are added, batch numbers updated, and MRP refreshed for each linked item.

Qty added to stock Batch & expiry updated MRP refreshed if changed
3

Record Payments Over Time

Pay the bill in full or in instalments. Each payment is logged with method, reference, and optional proof. The bill status moves from Unpaid → Partial → Paid automatically.

Partial payments supported Auto payment status update Full payment history retained

Ready to Take Full Control of Your Clinic Operations?

Replace manual billing and guesswork with a smart, role-aware system — complete with live stock tracking, GST support, branded PDFs, supplier balance management, aging reports, and a full audit trail built right in.

Contact Us to Get Started