Debtors' balances can be displayed from various parts of RxOne.
Point of Sale
Within a New Sale screen, enter the Customer name. The Info Tab at the bottom will display the account balance.
If you would like to view the aged balances, click Edit and Add/Modify Account Details
Dispensary
Open the Patient Info screen (using search / NHI number) and press F7 to edit the account details.
Debtors Module
Open the Debtors module.
Select View Individual Account(s).
Ensure that Load MTD Balance has a check mark next to it
Click OK
Type in the name of the account and select it from the list
From this point you can select the statements you wish to view using the Statement Date drop down box. You can also view statements for the person by double clicking their name in the list.
The statement shows the Overdue and Current portions of the account balance.
- Colin.Campbell still to add - Aged Balances report and selecting more than one.