Displaying Debtors Balances

Owned by Colin.Campbell
Last updated: Nov 29, 2022
1 min read

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

Individual Accounts

  • 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.

All Accounts

If you wish to see all Account Balances use the same process as above but select All Accounts.