Billing to Debt Management (Desktop App)

Patient Receipts - Linking Unlinked Receipts:

NOTE: Unlinked amounts will be seen under the "Patient Outstanding" column on the Debtor File.

• Go to the MedDebs screen.
• Click on the "Receipts" icon and select "Patients - Invoice Level" from the drop-down menu.
  

• Select the applicable "Cashbook" the Invoice is posted in and press "OK".
  

• Select the applicable "Period".
  
• Click on "OK" or use the shortcut key (F2).
  

Invoice Level

• Part 1 (Header).
  
• Enter the Information in the HEADER (Part 1) of the receipt (Description, Payment).
• Use the "TAB" key to navigate through the system.
• Enter the "AMOUNT" AS 0.
• Press "TAB" to go to the following screen.

• Part 2 (Debtor).
  
• Enter the Deb Number or "TAB" to search through the Debtor list.
• Press TAB.
• Leave the amount as 0.
• Press "TAB" until you get to the linking part.

NOTE: 

• The Level (F4) defaults are on "Invoice". Leave it like this unless you link per item.
  
• Do not tick/select "Between dates" and "Auto allocate" functions.

• Part 3 (Detail).
  
• A list of the outstanding "Unlinked Invoices", are reflected.
• Select the correct Invoices to be linked.
• Allocate the Payments to link the Invoice with the Receipt by:
• Entering the received amount in the "Received" column at the correct Invoice AND.
• Entering the allocated amount in the "Received" column at the correct "Unlinked Receipt".
• Press "TAB".
• The Invoice lines will turn Blue.
• At the bottom of the screen the "Balance / Receipt Amount and Journals" must be = R0.00.
• Click on "DONE".

• The following screen will be seen.
• Click on DONE.

• Select "Continue" when you get the following pop up.

• The following screen will pop up.
  
• Click on "EXIT".
• Select "Post".

• Batch is now posted and receipts are linked.