---
title: "Add Procedure"
url: "https://epona-support.ardex.tech/en/article/add-procedure"
language: "en"
last_updated: "2026-09-18T05:11:46.635Z"
---

# Add Procedure

How to add a procedure to horse (s)

Add a Procedure via;

-   [Quick Add menu](https://epona.productfruits.help/en/article/quick-add-menu) - + in top right-hand corner next to user profile
-   [Schedule/Procedures view](https://epona.productfruits.help/en/article/procedures) - select Add Procedure
-   Horse list/More option - Allows multiple horses to be selected to add procedures. 
-   Horse/Procedure tab - Under an individual horse, select Add Procedure

All options, except when under an individual horse, allows for multiple horses to be selected when adding a procedure. Procedures can also be added to a contact.

To add a procedure, select the Add procedure option

![](https://cdn-assets.productfruits.com/0aaff8d8-78e3-4f62-af83-21fe9a8ab25d)

**Billing type - Horse**

-   Select 
    -   Horse(s)
    -   Service: Procedure from drop down list
    -   Billable checbox (if unchecked no transaction will be created)
    -   Status
    -   Due or Completed date depending on status
    -   Practitioner - optional
    -   Repeat after completion - if a business rule has been applied to a procedure it cannot be repeated when adding to a horse. To repeat a procedure
        -   Select interval - Day, Week or Month
        -   Every - how often to repeat for the interval e.g twice a day, once a week etc. Choose a number from the drop-down list
        -   Until - set a date for the last time the procedure is to be repeated
    -   Invoice description, auantity and cost will be prepopulated from Procedure. Can be changed
    -   Add any notes relating to the procedure - optional
    -   Upload a file - optional
    -   Select
        -   Save & Continue - saves the procedure and allows another procedure to be entered
        -   Save - saves procedure and returns to the procedure view
        -   Cancel

**Billing type - Contact** 

-   Select
    -   Contact 
    -   Horse - optional
    -   Service: Procedure from drop down list
    -   Billable checkbox (if unchecked no transaction will be created)
    -   Status
    -   Due or Completed date depending on status
    -   Repeat after completion (refer to details above)
    -   Quantity and cost will be prepopulated from Procedure. Can be changed
    -   Add any notes relating to the procedure - optional
    -   Upload a file - optional
-   Select
    -   Save & Continue - saves the procedure and allows another procedure to be entered
    -   Save - saves procedure and returns to the procedure view
    -   Cancel