Changing the Billing Pattern of Customers
There are a couple of ways to change the billing pattern of customers in MediBooks.
The first is by changing the billing pattern of
individual customers, this is useful when you only need to change the information of a few specific customers. This can be done by editing their billing information, to learn how to do this, please read our
Setting Billing Information Properties article.
Another method of changing billing patterns is using the Bulk Billing Pattern Change dialog from the third-party or customer tabs, this can be used to quickly change the billing pattern of
multiple accounts with the same billing pattern at once. This method allows you to view all accounts associated with a Billing Pattern. To learn more about this please read our
Using the Bulk Billing Pattern Change Dialog article.
Related Articles
Setting Billing Information Properties
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 ...
Using the Bulk Billing Pattern Change Dialog
Click [Bulk Billing Pattern Change] on the Customer or Third Party tab ribbon. Select an item from the "Billing Pattern" dropdown, check “Zero Balance Accounts Only” or “Non Zero Balance Accounts Only” and then click on [Search]. The accounts that ...
Updating Customer Billing Patterns by Aged Debt
Go to the reports tab and select the Ageing Debt report. Set the Account Type field to either "Customer" or "Company" and fill out the other fields as required. Click [Change Billing Pattern] to open the "Billing Pattern Edit" dialog. This dialog ...
Bulk Printing Customer Statements
The first step to printing statements in bulk is to first create a Statement task, to learn how to do this please read: Creating Tasks Next, you will need to ensure that customers have been assigned to the task. Each customer can be assigned to one ...
Process for setting up customers in bulk
By using the grid filters the Customer Details report can be used to locate and enable online payment services for customers that are most likely to benefit from this service This tutorial will go through the process of enabling online bill payment ...