Adding an account
- Go to Z Dispense and select a patient to update
- In the Patients Details window, go to the Accounts tab
- Press
in the Debtor Account section
- In the Basic Details tab, you have the following options:
General Details
Description - the name of the account
Debtor Group - the debtor group of the account
Contact - contact details for the account
Notes - any other additional information or references for the account
Account Options
Credit Limit - the credit limit of the account. If this is enabled, staff will not be able to process sales once the customer's account has reached that limit. You can set a different limit for each debtor period.
Warn Only - with the setting enabled, staff will be able to process sales to the account even after the customer has reached their credit limit. The system will only prompt staff that the customer has reached their limit
Discounts - No Discount, Basic Discount, Advanced Discount - In the Additional Details tab you have the following options:
- Select Save to create and save the account
Updating an account
- Go to Z Dispense and select a patient to update
- In the Patients Details window, go to the Accounts tab
- Select the account you wish to update and press
to update the account
- Save the account to update
Cancelling an account
To cancel an account or mark the account as inactive:
- Go to Z Dispense and select the patient to update
- In the Patients Details window, go to the Accounts tab
- Select the account you wish to cancel and press
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