Section: Debt Management: General | Billing to Debt Management (Desktop App)

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Before starting with Debt Management, Journals can be used for the following:

Small balance Write Off
Settlement Discount
Bad Debt Write Off
Bad Debt Recovered
Hand Over
Interest

PLEASE NOTE: DO NOT USE JOURNALS TO CORRECT ERRONEOUS INVOICES OR RECEIPTS - Otherwise your reporting will be incorrect as Journals do not correct your turnover and cash flow reports.
- Select activity Payment to Patient / Medical Aid (Refund)
  
  Payment to Patient / Medical Aid (Refund) Page
- Select activity Payment to Patient / Medical Aid Written Back (Refund)
  
  Payment to Patient / Medical Aid Written Back (Refund) Page
- Select activity Payment To Patient / Medical Aid Add
  
  Payment To Patient / Medical Aid Add Page
- Select activity Debtor Journals: Batch Screen
  
  Debtor Journals: Batch Screen Page
- Select activity Journal Actions: Debtor Journals (Batch)
  
  Journal Actions: Debtor Journals (Batch) Page
- Select activity Journals: Old Screens
  
  Journals: Old Screens Page
- Select activity Inter debtor journals
  
  Inter debtor journals Page
- Select activity Debtor / Med.Aid Outstanding
  
  Debtor / Med.Aid Outstanding Page
- Select activity Patient and Medical Aid Paid
  
  Patient and Medical Aid Paid Page
- Select activity Debtor Enquiries
  
  Debtor Enquiries Page
- Select activity Item Level
  
  Item Level Page
- Select activity Account Query from Diary screen
  
  Account Query from Diary screen Page
- Select activity Account Query version 7.6
  
  Account Query version 7.6 Page
- Select activity Account Query Screen
  
  Account Query Screen Page
- Select activity Account Query: Item Level Summary
  
  Account Query: Item Level Summary Page
- Select activity Account Query: Item Level Allocation History
  
  Account Query: Item Level Allocation History Page
- Select activity Account Query: Debtor Journal (Ledger)
  
  Account Query: Debtor Journal (Ledger) Page
- Select activity Account Query: Debtor Journal (Ledger Action)
  
  Account Query: Debtor Journal (Ledger Action) Page
- Select activity Account Query: Total value of Split Transaction
  
  Account Query: Total value of Split Transaction Page
- Select activity Account Query: Summary of Receipts
  
  Account Query: Summary of Receipts Page
- Select activity Account Query: Shift outstanding Amount to Patient/Medical Aid
  
  Account Query: Shift outstanding Amount to Patient/Medical Aid Page
- Select activity Account Query: Post Assistant Invoice to Creditor
  
  Account Query: Post Assistant Invoice to Creditor Page
- Select activity Account Query: Change Invoice Details
  
  Account Query: Change Invoice Details Page
- Select activity Account Query: Change Item Details
  
  Account Query: Change Item Details Page
- Select activity Account Summary
  
  Account Summary Page
- Select activity Print Tax Invoice
  
  Print Tax Invoice Page
- Select activity Reprint of Invoice
  
  Reprint of Invoice Page
- Select activity Print TAX Invoice with Lab Numbers
  
  Print TAX Invoice with Lab Numbers Page
- Select activity Print TAX Invoice without ICD-10 Code
  
  Print TAX Invoice without ICD-10 Code Page
- Select activity Invoice Printing Setup
  
  Invoice Printing Setup Page
- Select activity E-mail Tax Invoice
  
  E-mail Tax Invoice Page
- Select activity Invoice Email Setup
  
  Invoice Email Setup Page
- Select activity Setup a New Statement
  
  Setup a New Statement Page
- Select activity Print Statement Normal
  
  Print Statement Normal Page
- Select activity Print Statement with Lab Numbers
  
  Print Statement with Lab Numbers Page
- Select activity Print/Save Statement as PDF
  
  Print/Save Statement as PDF Page
- Select activity Print a Debtor Statement from an Appointment
  
  Print a Debtor Statement from an Appointment Page
- Select activity Print a Debtor Statement without selecting an Appointment
  
  Print a Debtor Statement without selecting an Appointment Page
- Select activity Statement Notes
  
  Statement Notes Page
- Select activity General statement message
  
  General statement message Page
- Select activity Calculate Interest
  
  Calculate Interest Page
- Select activity Adding Interest to Debtor
  
  Adding Interest to Debtor Page
- Select activity Adjustment Journals per Invoice
  
  Adjustment Journals per Invoice Page
- Select activity Adjustment Journals Per Debtor
  
  Adjustment Journals Per Debtor Page
- Select activity Post stored Adjustment Batch
  
  Post stored Adjustment Batch Page
- Select activity Reverse a Journal Batch
  
  Reverse a Journal Batch Page
- Select activity Opening Balances: Patients
  
  Opening Balances: Patients Page
- Select activity Opening Balances: Medical Aid
  
  Opening Balances: Medical Aid Page
- Select activity Opening Balances: Patients: Import
  
  Opening Balances: Patients: Import Page
- Select activity View busy batches
  
  View busy batches Page
- Select activity Archiving and Restoring of Transactions version 7.6
  
  Archiving and Restoring of Transactions version 7.6 Page
- Select activity Archiving of Transactions version 8.0
  
  Archiving of Transactions version 8.0 Page
- Select activity Restore Archived Transactions version 8.0
  
  Restore Archived Transactions version 8.0 Page
- Select activity Archive Enquiry
  
  Archive Enquiry Page
- Select activity Insurance agent
  
  Insurance agent Page
- Select activity Queries: Totals
  
  Queries: Totals Page
- Select activity Email Mulitple Invoices
  
  Email Mulitple Invoices Page
- Select activity Debtor Transaction Groups
  
  Debtor Transaction Groups Page
- Select activity Setup Example for Bulk Statements
  
  Setup Example for Bulk Statements Page
- Select activity Debtor Statement Bulk
  
  Debtor Statement Bulk Page

Previous section Receipt Corrections

Next section Debt Management: The Credit Control Assistant (CCA)

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Course Billing to Debt Management (Desktop App): General

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