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 - Accoutning Descriptions

  1, Go to Cleint and Patient dashboard and click on Accounting as shown below  Accounting in VETport as different options, Take a look at it one by one 1, ACCEPT PAYMENT: This will help you to accept payment against the pending invoices Once you click ...

• NextGen - How do I create history/exam form?

  1) Please click on the preferences icon as shown below. Navigate to medical record then history/exam forms and select the relevant option. 2) Click on Add History Form / Add Exam Form. 3) Fill in the necessary details and click on submit. 4) Once you ...

• 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.