Dental Lab Customer & Production Management

Billing Accounts

Billing Accounts

Previous topic Next topic  

Billing Accounts

Previous topic Next topic  

Usage:

DLCPM allows you to setup one billing account for multiple customer accounts. This feature is designed for accounting purposes only and has no impact on case entry and production data. With Billing Accounts configured for a customer, all statements and invoices are to be sent to one main billing address. An option has been included to allow statements to be combined or generated individually.  

 

Navigation:

Either

Open the Customer form in order to have access to the Customer menu and select Customer > Accounting > Billing Accounts

V12 - Billing accounts - navigation 1

Billing Accounts navigation

Or

Accounting > Billing Accounts

V12 - Billing accounts - navigation 2

Billing Accounts navigation

 

The Billing Accounts form will display:

V12 - Billing accounts - form

Billing Accounts form

 

Available operations:

Find an existing Billing Account:

Add Billing Account

Modify Billing Account

Delete Billing Account

Customer in Billing Account

Statements

E-mails

Notes

 

 

hmtoggle_arrow1Settings

hmtoggle_arrow1Show Log

hmtoggle_arrow1Post Payment:

hmtoggle_arrow1View Payment:

 

See also:

Billing Accounts Payment Manager

How to Post a Payment

How to create Statement