Update Account Status
To close an account. Click Edit Details.
Use the Status dropdown to select the new status.
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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] ...Managing Tasks
GP Billing has tasks to assist with the management of Bills/Accounts. A message at the top of the page will appear if there are tasks on the account. Use the hyperlink on the message or click the Tasks button to open the Tasks dialog. To add a new ...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, ...User Guide
Please see attached PDF document.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 ...