Viewing Account Transactions

1. Go to Z Office > Customers > Manage Customers
   
   
   
   
2. Search for the customer and select them
3. Go to the Accounts tab
   
   
   
   
4. Double-click on the account you wish to view.
5. The transactions should appear in the transactions panel:
   
   
6. You can use the filter on the left hand panel to narrow down your search:
   
   You can also use the status filter to view deleted transactions:
   

Adding Manual Debtor Transaction 

1. Follow Steps 1-5 of 'Viewing Account Transactions'
2. Press on in the Transactions panel to add a transaction
   
   
   
   
   
   Type
   There are different types of debtor transactions that you will be able to select from:
   
   a. Adjustment
   b. Credit
   c. Invoice
   d. Payment
   e. Discount
   f. Script
   g. Zero Account Balance
   
   Transaction Date
   The date you wish to put the transaction as.
   
   Description
   A description of the transaction that will appear on the debtor’s statement
   
   Quantity
   The quantity of the transaction
   
   Amount
   The amount of the transaction.
   
   GST Amount
   The GST amount of the transaction
   
   
3. Press Save to Add the Transaction to the account
4. Press Save on the Patient Profile