How to Copy Debtors and Patients to a New Entity

Allows a user to copy Debtor Information from one Entity to another without having to recreate the Debtor, in order to save time and prevent the loss of information. 

• This user manual will start on the Debtors screen.

• Click on the desired Debtor.

• The Debtor Sidebar will open.

• Click on the Debtor Edit button.

• The Debtor Details screen will open.

• For more information regarding the Debtor Details screen, please refer to the user manual link: How to Create a New Debtor
  
  
• Click on the Copy to Entity button.

• The Copy to Entity screen will open.

• Type in the Entity Name or Number in the Search for Entity... field.
• Whilst typing for the desired Entity, a drop-down menu will appear.

Please Note: Only 1 character is required before the list becomes available.

• Select the correct Entity from the list that becomes available.

• Click on the Ok button after selecting the desired Entity.

• The Debtor Details screen will open.

• For more information regarding the Debtor Details screen, please refer to the user manual link: Create a New Debtor.

• Click on the Save button to copy the Debtor to a new Entity.

• The Debtor Details screen will close and return to the first Debtor Details screen.

• Click on the Close button to return to the Debtors screen.