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 amount and the debit notes and click on "Generate Debit Note".

 

• Related Articles

• 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 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.

• NextGen - What is an unposted credit?

  >> An unposted credit is an amount that the clinic owes to the client and has not been used yet. >> To use an unposted credit click on the accounting and click on accept payment  >> Then select the credit to be used and click on apply now.

• NextGen - How to add sex ?

  1) Please click on the setup icon as shown below. Navigate to Client Patient Details then Patient. Click on Sex.  A > Click on Setup. B > Click on Client patient details. C > Click on patient. D > Click on Sex. 2) Click on select species for which ...

• NextGen - How to add Discounts ?

  1) Click on the money manager icon as shown below. Then navigate to Accounting Settings and click on Discount and Coupons.  2) Click on "Add Discount / Coupon" 3) Fill in the information and click on save.  4) To add the discount / coupon on the ...