Popular Articles

91. Quick Payments

    Last Updated: 14/07/2025 in Accounts Transactions
    The Payments button can be accessed via the Reception, Treatment and Day list Screens. The behaviour of the 'Payments' button is defined by the system setting 'Payment action navigates to accounts' . If this setting is ticked, the syst...

92. Daily Cash

    Last Updated: 12/08/2025 in Finance Finance Tools
    Summary The Daily Cash screen is a means of producing a list of all payments received and entered into the system each day. The Daily Cash screen produces three different reports with varying levels of detail on the payments taken. The Daily Ca...

93. Client Discounts

    Last Updated: 14/07/2025 in Finance Finance Tools
    Summary The Client Discounts screen is used to process monthly discounts for clients between dates specified. Details This screen can be accessed via the 'Finance' button from the Primary Navigation on the left-hand side. Monthl...

94. Create Monthly Invoices

    Last Updated: 14/07/2025 in Finance Finance Tools
    Summary This feature offers an alternative to manually invoicing by animal. It allows you to invoice all customers who have had treatments between specified dates in batch. Any items that have been added to the ' Pre-Invoice ' tab in the Treatme...

95. Repeat Prescription Set Up

    Last Updated: 15/07/2025 in MWI Pet MWI Pet Administration
    Summary If you would like your client’s to have the ability to request a prescription via MWI Pet, there are several configurations that require setting up in Merlin and on the MWI Pet Portal.  Details This page details how to ensure Merlin and...

96. Global Price Update

    Last Updated: 24/07/2025 in Pricing Utilities Using Pricing Utilities
    Summary The Global Price Update function allows you to update unit prices, dispensing fees and mark ups for all sites. Details  Accessing Global Price Update From the top menu navigate to Administration > Pricing Utilities > Global Pr...

97. Using the Daylist

    Last Updated: 25/07/2025 in Repeat Prescriptions Repeat Prescription Daylist
    Summary The Repeat Prescription List can be used to record a list of clients that have ordered a repeat prescription for one of their animals. To utilise this Day List, a diary column  needs to be created. Details The Repeat Prescriptions ...

98. Patient Reminders Manual Run

    Last Updated: 24/07/2025 in Comms Reminders Patient Reminders
    Summary Email and SMS messages can be sent to clients via the Patient Reminders screen. (Comms > Reminders) Details After running Patient Reminders there are options to either Email or Print the reminders. Viewing All Patients Reminders - From...

99. Patient Reminders Automatic Schedule

    Last Updated: 24/07/2025 in Comms Reminders Patient Reminders
    Using the Patient Reminder Scheduler for Reminders due For the Patient Reminders to automatically send, you need to setup your schedule and filters. Navigate to the Reminders screen (Comms > Reminders > Patient Reminders tab). Select ' Au...

100. Stock Evaluation

     Last Updated: 16/07/2025 in Inventory Stock Control Using Stock Control
     Summary The Stock Evaluation screen displays the value of your items in stock. Details Viewing Stock Evaluation Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' Stock Evaluation...

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