Billing to Debt Management (Desktop App)

You can do a journal directly from the account screen for a specific invoice.

Reasons for journals:

• Small balance write off. (Example: Writes off amounts under R20.00 )
  
• Settlement Discount. (Example: Give patient R200 discount for settling the account.)
  
• Bad Debt. The outstanding amount that is not collectible from the patient can be written off as Bad Debt.

Right click on the invoice in the account screen (MedDebs - Admittance - Accounts) and choose Debtor journal (Ledger) or Debtor journal (Journal Action)

Difference between the Debtor Journals: Batch Screen and the Journal Action:

With the Debtor Journal (Ledger) you need to select the correct ledger where with the Debtor Journal (Journal action) the reason as to why you want to do the journal is already linked to the corrected ledger so that you don't have to figure out which ledger to use.   (Example: the Journal action  Bad Debt Write-off is linked to the expenditure ledger EXP4 Bad debt)  

The medical aid and patient invoices will display so be sure to do the journal on the correct side.

Type in the amount. If you want to remove the amount type in a minus(-) in front. If you want to add an amount to the account just type in the amount you wish to add. You will see in the New Balance column the new balance of the invoice will be displayed.

Click on Post / Save / Cancel (F2)

Click on Post (F2)

Choose the correct period and click on OK (F2)