Debtor Categories

Debtors (account customers) can be allocated to a category to allow different account fee or/and overdue charges to be applied to different sets of accounts.

To set up Debtor Categories

• Right mouse click on Account Category

• Select Add Category.

• Type in name of category.

• Apply the account fee and overdue fee for category.

To assign a category to a particular debtor

Debtors are assigned General as the default category, and will use the default account settings.

To assign a category to an individual account:

• call up account either in Patient's Personal Info Account Details and Settings or,

• in Debtors highlight the one to be change then Edit, Account Detail's, Settings or press <F2>, Settings.

To assign category in bulk

Highlight the account names you are changing,

• Select Change Account Category to bring up box with the different categories and,

• select the category.

• Click Change Account Category to make the change