Billing to Debt Management (Web App)

The purpose of the Archive function is to store all transaction that has been paid in full. Document archiving is the process of safely keeping information that is no longer in use on a regular basis. It's important since it prevents data loss.

Hide Zero Account will hide all transactions and invoices that are fully paid up. 

The Hide Zero Account function will assist in only seeing the outstanding amounts on the Debtor file and concentrate on collecting the outstanding amounts.

This will also shorten the information on the Account Details screen. The Hide Zero Account can always be unticked and all the transactions and invoices will display again.

The Hide Zero Account function (Web App ONLY) will serve as an Archiving mechanism to hide all transactions that are paid in full. The Archive function is still in development for the Web App.

• Log in to the GoodX WebApp using your GoodX username and password.
• From the Diary screen, click on the correct Patient booking. 

• The Sidebar will open on the right-hand side of the screen. 

• Click on the Account Details button.

• The Account Details screen will open.

Please Note: Refer to the Account Details Overview link or related button for more information on the Account Details Screen.

Invoices

All previous Invoices that were done and posted on the Debtor Account for this specific Debtor / Patient will display under the Invoices tab.

Archive Invoices (Transactions)

•  Tick the Hide Zero Account checkbox to Archive (Hide) all transactions that are paid in full.

• The Hide Zero Account function will Archive (Hide) the zero balance Invoices and only display the Invoices (Transactions) that are still outstanding. 

• Click on the Close button to exit the Account Details screen.