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Account Overview
Once you have searched for and selected a Customer, you have the option to view their Account Overview. To do this click the top half of the [Account] button. An image that has been annotated to show the Account button. This will open the Customer’s ...
Setting Account Details
Go to the Customer Tab within MediBooks. Search for the Customer/Business required (Details of how to search are available in Searching) Select the Customer you wish to edit by clicking on the Customer. Under Modify click [Customer Details]. On the ...
Missing Content from Grid
Sometimes when you view a grid you may find a grid, such as a customer's account, is empty even though there should be content there. If this happens, the first thing we recommend trying is resetting the grid layout. If this doesn't work you will ...
Remove External ID from Account
To remove the External ID, with the customer selected go to Modify -> Customer Details Open the Account details tab. Then click on the lock icon. Click Yes on the icon. Then in the text box and remove the External ID. Click Save.
Posting Payment Requests
Posting Payment Requests individually Payment requests can be posted on an ad hoc basis (for example when a customer has come into the surgery having already paid some of their outstanding balance. To do this, with the customer already selected open ...