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. Billing Account Manager shows all payments made for each account. For details of how to post payments for an account please read this topic.
Navigation: Accounting > Billing Account Payment Manager
Billing Account Payment Manager navigation
The following form will open:
Billing Account Payment Manager form
As the Billing Account Payment Manager form is opened you will see that this form is divided into several rows and columns, which all include different information. ➢ In the middle of the Billing Account Payment Manager form is the grid where the payments are displayed. Shown here are details of each payment such as: Customer ID, Payment date, Status, Amount and much more. If you select a payment containing an amount applied to a case, the amount as well as the case number are displayed in second grid to the right of the payments list. ➢Query section- search between all existing payments: •Query - You can select an existing query from the drop down list. By doing so the grid will refresh showing only those records that match the selected query. •Only Show Transaction From, To - Enter valid dates in both fields to display only those payments which were posted under the specified date range. •Show Payment Type - Select any existing type from All Payments, Check, or Credit Card. Please Note: All three of these options can be combined in order to filter the payments and to receive only the records that you wish to find. ➢ Account section- All fields in this section are for display only and are created to provide information about the account for which the payment was processed. Selecting any payment in the grid will provide information about: •Account ID and Name •Customer's and Practice Doctor's Names •Customer Phone number, Email address and City/state. Please Note: You can call the Customer by clicking on the icon . ➢ Available options: •Delete - Select the Payment you wish to delete and click on . Select YES when prompted for confirmation •Print Receipt - To print the receipt of the payment just select the payment and click on |
See also: