Billing to Debt Management (Web App)

Printing a Statement enables you to obtain a physical copy of all transactions on the Debtors account. This document summarises the financial activities and transactions related to the specific account within a defined period. It serves as an official record, offering detailed information about all transactions that have occurred on the Debtors account.

• The contents of this user manual will contain the following information:
• Download Statement from the Diary screen 
  • Print Downloaded Statement
• Download Statement from the Debtors Segment
• Download Statement from the Account Details screen
• Example of a Printed Statement 

• Log in to the GoodX Web App with your GoodX username and password.
• The Diary screen will open.
  

Download Statement from the Diary screen

• Click on the Patients' booking for whom a Statement will be downloaded to open the Debtor sidebar.

• Scroll down on the sidebar and Click on the Download Statement button.

• The Statement will download in PDF format. 
  

Print Downloaded Statement

• Click on the downloaded PDF to open the Statement.

• Click on the Print button to print the Statement which has just been downloaded.

Print Statement from the Debtors Segment

• From the Diary screen, Click on the Navigation Wheel on the Navigation Bar.
  

• The Navigation Wheel will open. 

• Click on the Debtors Segment.

• The Debtors screen will open.

• For an extensive explanation of the Debtors screen and how to Search for a Debtor, please refer to the user manuals: Debtor List and Debtor Search.

• Click on the desired Debtor from the Debtor List to open the Debtor sidebar.

• Click on the Account Details button.
  

• The Account Details screen will open.

• For more information regarding the Account Details screen, please refer to the user manual: Account Details Overview.

• Click on the Statement button on the Account Details sidebar.

• The Statement will download in PDF format.
• To Print the Statement, please refer to the section in this user manual: Print Downloaded Statement.

Download Statement from the Account Details screen

• From the Diary screen, Click on the Patients' booking for whom a Statement will be downloaded to open the Debtor sidebar.
  

• Click on the Account Details button. 

• The Account Details screen will open.

• Click on the Statement button on the Account Details sidebar.

• The Statement will download in PDF format.
• To Print the Statement, please refer to the section in this user manual: Print Downloaded Statement.

Example of a Printed Statement

Please Note: A QR Code will be printed on the bottom of the Statement in order for Debtor to make a payment using a Payment Link.