Related Articles
Account Management
Each customer has an account in GP-Billing that holds a history of interactions. From the [Billing] dashboard, click the [View Account] button. Use the following buttons to find or add the customer account: [Sync Patient] ...
Using Unallocated Account Credit
Using Deposits or Ad-hoc Credit Notes will leave unallocated credit on accounts. To use this credit, open the payment screen. One of the ways this can be done is by opening the account with the unallocated credit, opening the Outstanding Bills tab, ...
Setting an Account as a Practitioner
In order for an account to be set as the practitioner when creating an invoice, the user account must be set as visible from within the Users page. To do this first navigate to the Administration dashboard and click "Users". An image that has been ...
Lost Access to Practice Admin Account
If your practice finds itself in a situation where access to all practice admins accounts has been lost, due to staff changes etc. A scanned document on letterheaded paper requesting the deactivation of the old account with the name of the new ...
Deleting accounts
On GP-Billing accounts with no transactions can be deleted. This can be done using the "Delete Account" button. An Image which has been annotated to show the Delete Account Button. It is not possible to delete accounts with transactions associated ...