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 on "Add Credit" (From the above Step)
Step 2: Select the type of credit you would like to give. (For now I have selected " Other Credit " update the Amount & Credit Note)
Step 3: Click on "Add Credit"
(B) Adding a Debit:
Step 1: Click on "Add Debit" (Step 4 on the top)
Step 2: Enter the amount
Step 3: Enter the "Debit Note"
Step 4: Click on "Generate Debit Note".
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