Frequently Asked Questions
How do I create a partial credit note?
Go to the customer account screen, click [Refund/Credit], click [unpaid items], click [credit] next to the item, enter the amount you want to credit, click [credit]
GP Billing says that my user account is not active?
Ask your system administrator to go to the [Administration] dashboard, select [Users] and find your name in the list. Tick the [Active] checkbox next to your name and select a suitable [Access Profile]. https://desk.zoho.eu/portal/gpbilling/en/kb/articles/user
How do I allocate credit that was recorded as a deposit?
To allocate credit, go to the [Outstanding Items] screen and select [Pay Bill] next to the invoice. GP Billing will prompt to say there is credit available on the account that you can allocate to the bill. These will show as a journal on the customer account. To see all unallocated credit, under [Reports], there is a report called [Unallocated Credit].
I need to remove a GP from the list of practitioners?
You can modify users by going to the [Administration] dashboard and selecting [Users]. Tick/Untick the "Visible" checkbox for the users you want to appear in the list of practitioners.
How can I see a detailed list of all outstanding invoices?
Use the service reconciliation report, the last column is Total Due so that you can filter for all where the amount due is greater than zero. To set this, click the magnifying icon next to the Total Due column header and change to greater than. Alternatively you can export to Excel if you prefer that as a reporting/analysis tool.
Can I delete a bill that has been raised in error?
If you go to the customer account screen, on the right hand side next to the transaction is an Actions menu, from here you can click Void.
Alternatively you can go to the refund option in the customer account screen and issue a credit note.
Where do I add my bank details so they show on an invoice?
You add these to the terms and conditions in the practice header configuration. https://desk.zoho.eu/portal/gpbilling/en/kb/articles/practice-headers
From the [Administration] dashboard, click the [Practice Headers] button. To modify an existing practice header, click the 
button next to the header.
When I post a bill, nothing is written to the care record?
On your price list, make sure the Care Record is set to [Both] for all services you want to write to the care record. this needs doing on both the Customer and Third Party price lists.
I cannot see the care record options on the price list?
The care record integration needs to be enabled in Practice Settings before you will see the option on the price list.
Go to [Administration] dashboard and select [Practice Settings]. Click on the [Medical System] tab.
Check the box for "Write to Card Record". https://desk.zoho.eu/portal/gpbilling/en/kb/articles/care-record
GP Billing is trying to synchronise consultations when creating a bill but I don't need this feature?
You have Synchronise Consultations switched on, this is only used if you auto-populate the bill with items matched from the consultation record. This can be disabled by:
Go to [Administration] dashboard and select [Practice Settings]. Click on the [Medical System] tab.
Uncheck the box for "Synchronise Consultations". https://desk.zoho.eu/portal/gpbilling/en/kb/articles/consultation-mode
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