Next Gen - Adding Credit and Debit

Step 1: Search for the client

Step 2: On the mail dash board you have the option to Add Credit and Add Debit

Step 3: You can also Add Credit and Debit by going into the patient records.

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• Next Gen - How to add a credit/Debit?

  Step 1: Click on the Client name to access the details. Step 2: Go to Accounting Step 3: Click on the Add Credit (to add credit to the account) Step 4: Clinic on "Add Debit" (to add a debit to the account)        (A) Adding a credit: Step 1:  Click ...

• Next Gen - Adding Advance payment/Credit on the account.

  Navigation :  Go to any Client/patient dashboard, click on the Wallet and then click on Add Credit as shown below. Once you're on that page, please select the type of credit that you wish to add to the client's account. You can add the below ...

• NextGen - How to add a credit and Debit?

  1) Please go to the client file click on the accounting tab. Click on the relevant option (credit / debit)  2) For Credit: Select the credit type and payment type, add in all the necessary information and click on "Add Credit".  3) For Debit: Add the ...

• Next Gen - Boarding Adding Buildings and Floors

  How to go to Boarding Page & set up building? Step 1:  Click on "Setup" Step 2:  Under "Boarding" select "Buildings" How do you add Buildings and Floors ? Adding a new Buildings: Step 1: Click on Add Building Step 2: Update the Building Name & also ...

• Next Gen - Boarding Adding Reservation / Adding Cage Type

  How to get the boarding reservation done ? Step 1: Click on Boarding Step 2: Select the reservations done based on your requirement if you need the View to be in Day/Week/Month/ Step 3: Select the clinic for where reservation to be made / chose the ...