Shift bulk Credit Control Assistant

New functionality has been added to the MedDebs screen that will allow the user to do bulk CCA actions. 

This can be found in MedDebs >> Batch Transactions >> Multiple Debtor Actions and Multiple Invoice Actions.


  • The Multiple Invoice actions module will allow you to mark Multiple Invoices from multiple debtors and change the following information as a Batch, and not one by one:
  1. Change the CCA Cycle (from medical aid to private or the other way around).
  2. Change the CCA Step ( This will allow the user not only to move the selected invoices ahead in the steps, but the user will also be able to take steps back with this function. IE: from 90 days back to 30 days).


NOTE: This function will also allow you to send SMS' to the applicable Patients.

Last modified: Monday, 15 April 2019, 2:10 PM