Debtor Statement Profile List

A Debtor Statement Profile List is a list which gives the user access to create Profiles for Debtor Statements. Setting up Debtor Statement profiles allows the user to create custom templates for each type of Statement using the criteria as set up.

  • This user manual will start on the Diary screen.


  • Click on the Navigation Wheel on the Navigation Bar.


  • The Navigation Wheel will open.


  • Click on the Configuration segment.


  • The Cash Register Management screen will open.


  • Click on the Profile Setup tab.


  • The Debtor Statement Profiles screen will open. 


Please Note: The Profiles which have already been created, will appear on the Debtor Statement Profiles screen.

    • An explanation will be given for the fields and options on the Debtor Statement Profiles screen:

Add Profile

Allows the user to create a new Profile for a Debtor Statement.

  • Click on the + Add Profile button.


    • The Statement Parameters screen will open.


      • For more information regarding how the Statement Parameters work, please refer to the user manual: Statement Parameters.

Please Note: Once a profile has been created the new profile will appear on the Debtor Statement Profile List.



Profile

All available Statement Profiles which can be used to Print Statements for Debtors/Patients.


  • An explanation will be given for each option on the correlating line:


    • Profile Name: The identifying name of the Profile which was allocated at the time when the Profile was created. Once a Profile Name has been created the user will need to edit the profile to make changes.
    • Click on the Copy button to duplicate the correlating Profile.


Copy Profile


  • The Statement Parameters screen will open. 

Please Note: All the Parameters on the selected profile will be duplicated and ticked automatically.

Please Note: The user is able to make changes as they desire.

    • Click on the Close button to close the Statement Parameters screen, without saving and to return to the Debtor Statement Profiles screen.


    • Click on the Save button to save all changes which have been made. The Statement Parameters screen will close and return to the Debtor Statement Profiles screen.


Please Note: If changes were made to the duplicated profile, the new Profile will display on the Debtor Statement Profiles screen.


Set as Default Profile for Entity

  • Click on the Set as Default Profile for Entity button to mark the correlating Profile as the default Profile, which the system will select when a Statement is generated. 



Edit 

  • Click on the Edit button to make changes to the correlating profile.


    • The Statement Parameters screen will open. 


      • The user is able to make the desired changes as needed.
      • Click on the Close button to close the Statement Parameters screen, without saving and to return to the Debtor Statement Profiles screen.


      • Click on the Save button to save all changes which have been made. The Statement Parameters screen will close and return to the Debtor Statement Profiles screen.



Delete

  • Click on the Delete button to remove the Profile from the list.


    • An Attention! pop-up will appear to advise the selected profile will be removed and if the user is sure.


      • Click on the Cancel button to keep the selected Profile on the Profile list. 


      • Click on the OK button to delete the selected Profile from the list. 


Please Note: Once the Profile has been deleted, the Profile will be removed from the Profile list. 

Last modified: Thursday, 29 June 2023, 3:14 PM