Viewing Account Transactions
- Go to Z Office > Customers > Manage Customers
- Search for the customer and select them
- Go to the Accounts tab
- Double click to open the account
- The transactions should appear in the transactions panel:
Adding Manual Debtor Transaction
- Follow Steps 1-5 of 'Viewing Account Transactions'
- Press on in the Transactions panel to add a transaction
There are different types of debtor transactions that you will be able to select from:
g. Zero Account Balance
The date you wish to put the transaction as.
A description of the transaction that will appear on the debtor’s statement
The quantity of the transaction
The amount of the transaction.
The GST amount of the transaction
- Press Save to Add the Transaction to the account
- Press Save on the Patient Profile