Treatment estimates can be used to communicate treatment costs to animal owners before beginning procedures or when additional treatments are needed over a more extended hospital stay. Treatment estimates can be easily changed into actual invoice items.

Note: The new consultation page is being released from 16 September 2026. It becomes the default consultation page on 28 September 2026, and the old consultation page is planned to be retired in October 2026. Until then, you can switch between the two versions from the top of the consultation page. This article covers both versions.

You can also create estimate bundles to be used as templates for the most commonly used estimates. Instead of always creating a frequently used estimate from scratch, you can create a new estimate quickly by using an estimate bundle as a template.

In addition to estimate bundles, you can use an existing estimate as a template for a new one by copying an existing treatment estimate.

Note: The settings listed below are specifically related to treatment estimates. Many other settings related to invoicing and financials in general also affect treatment estimates.

Settings > General > Clinic location > Clinic location settings > Show estimate usage percentually

When estimates are used in consultations, it may be useful to see how the current treatment costs compare to the sum of the estimate. When this setting is selected, the percentual use of the estimate is shown on the consultation page.

Settings > General > Clinic location > Consultation general info settings > Cost estimate limit percentage

With this setting, you can show a warning when the sum of the treatment items in the consultation is reaching the estimated limit. Users are alerted when less than this percentage is left in the estimate. For example, if you set the limit as 10, a warning is shown on the consultation page when the total invoice sum is over 90% of the estimate sum. To show no warning, leave the field empty.

Settings > General > Clinic location > Clinic location settings > Enable price and quantity ranges on treatment estimates

Sometimes the cost of procedures such as operations cannot be fixed before the procedure has been completed. In these cases, you can use this setting to show the cost of procedures as a range.

You can also select whether cost ranges are displayed in single or separate columns. This setting is set separately for the user interface and printouts:

Settings > General > Print settings > Estimate > Custom text in estimate email

With this setting, you can add a customized text that is included in the email when estimates are sent by email.

Settings > General > Print settings > Estimate > Show agreement section on cost estimates and Estimate agreement text

With these settings, you can add an agreement section in the estimate printout (PDF).

Settings > General > Clinic location > Clinic location settings > Enable alternative item ordering on estimates and invoices

Items are normally grouped on estimates by their type, such as procedures and medicines. When this setting is selected, items are not grouped, but listed in the order they were added to the estimate. This setting also affects regular invoices.

Settings > General > Clinic location > Clinic location settings > Enable declining estimate items

When this setting is selected, you can mark items as declined by the client on the estimate.

Settings > General > Print settings > Clinic location header information > ID number

When this setting is selected, the client's personal ID number is shown in the header information of the estimate printout. The ID number must be added to the client's profile first.

Create a Treatment Estimate
​Create a Treatment Estimate Using a Bundle
​View, Edit, and Archive Treatment Estimates
​Use a Treatment Estimate on a Consultation
​Print or Email a Treatment Estimate